Castle Financial & Retirement Planning Associates’s New Jersey Resources NJR Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio NJR Stock Details NJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$11K	Buy	+265	New	+$10.2K	0.04%	98

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's NJR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in New Jersey Resources (NJR) in Q4 2021: 265 shares worth $11K. The stake represents 0.04% of the portfolio and ranks #98 among its holdings.

279 funds tracked by Wall St. Rank hold NJR as of Q4 2021.

Castle Financial & Retirement Planning Associates held 265 shares of New Jersey Resources worth $11K as of Q4 2021.
New Jersey Resources was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
New Jersey Resources made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #98 holding.
279 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.