Certified Advisory Corp’s New Jersey Resources NJR Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-1,275	Closed	-$51K	–	540
2021 Q1	$51K	Buy	+1,275	New	+$48.6K	0.01%	344
2020 Q2	$42K	Hold	1,275	–	–	0.01%	328
2020 Q1	$43K	Hold	1,275	–	–	0.02%	304
2019 Q4	$57K	Hold	1,275	–	–	0.02%	301
2019 Q3	$58K	Hold	1,275	–	–	0.02%	299
2019 Q2	$63K	Hold	1,275	–	–	0.02%	287
2019 Q1	$63K	Hold	1,275	–	–	0.03%	270
2018 Q4	$58K	Hold	1,275	–	–	0.03%	256
2018 Q3	$59K	Hold	1,275	–	–	0.03%	274
2018 Q2	$57K	Buy	1,275 +1	+0.1%	+$42	0.03%	263
2018 Q1	$51K	Hold	1,274	–	–	0.03%	266
2017 Q4	$51K	Buy	+1,274	New	+$54.7K	0.04%	234

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Certified Advisory Corp's NJR Position: Q2 2021 in Review

Certified Advisory Corp sold out of New Jersey Resources (NJR) in Q2 2021, closing a stake of 1,275 shares — an estimated $51K sold.

Certified Advisory Corp first reported a position in NJR in Q4 2017 and held it in 12 quarters. The position peaked at $63K in Q2 2019. 265 funds tracked by Wall St. Rank hold NJR as of Q2 2021.

Certified Advisory Corp reported no remaining New Jersey Resources position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,275 New Jersey Resources shares in Q2 2021, an estimated $51K.
Certified Advisory Corp first reported a position in New Jersey Resources in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's New Jersey Resources position peaked at $63K in Q2 2019.
265 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.