Certified Advisory Corp’s South Jersey Industries, Inc. SJI Stock Holding History

Certified Advisory Corp’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-875	Closed	-$20K	–	785
2021 Q1	$20K	Buy	+875	New	+$20.7K	0.01%	494
2020 Q2	$22K	Hold	875	–	–	0.01%	430
2020 Q1	$22K	Hold	875	–	–	0.01%	402
2019 Q4	$29K	Hold	875	–	–	0.01%	403
2019 Q3	$29K	Hold	875	–	–	0.01%	413
2019 Q2	$30K	Hold	875	–	–	0.01%	402
2019 Q1	$28K	Hold	875	–	–	0.01%	393
2018 Q4	$24K	Hold	875	–	–	0.01%	396
2018 Q3	$31K	Hold	875	–	–	0.01%	365
2018 Q2	$29K	Buy	875 +1	+0.1%	+$31	0.02%	359
2018 Q1	$24K	Hold	874	–	–	0.01%	376
2017 Q4	$27K	Buy	+874	New	+$28.9K	0.02%	322

Other funds holding SJI

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Certified Advisory Corp sold out of South Jersey Industries, Inc. (SJI) in Q2 2021, closing a stake of 875 shares — an estimated $20K sold.

Certified Advisory Corp first reported a position in SJI in Q4 2017 and held it in 12 quarters. The position peaked at $31K in Q3 2018. 218 funds tracked by Wall St. Rank hold SJI as of Q2 2021.

Certified Advisory Corp reported no remaining South Jersey Industries, Inc. position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 875 South Jersey Industries, Inc. shares in Q2 2021, an estimated $20K.
Certified Advisory Corp first reported a position in South Jersey Industries, Inc. in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's South Jersey Industries, Inc. position peaked at $31K in Q3 2018.
218 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2021.

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