CWP
SJI

CFM Wealth Partners’s South Jersey Industries, Inc. SJI Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-1,107
Closed -$27K – 492
2020
Q2 		$27K Sell
1,107
-136
-11% -$3.58K 0.01% 339
2020
Q1 		$31K Hold
1,243
– – 0.01% 321
2019
Q4 		$40K Buy
+1,243
New +$39.2K 0.01% 299

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CFM Wealth Partners's SJI Position: Q3 2020 in Review

CFM Wealth Partners sold out of South Jersey Industries, Inc. (SJI) in Q3 2020, closing a stake of 1,107 shares — an estimated $27K sold.

CFM Wealth Partners first reported a position in SJI in Q4 2019 and held it in 3 quarters. The position peaked at $40K in Q4 2019. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2020.

  • CFM Wealth Partners reported no remaining South Jersey Industries, Inc. position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,107 South Jersey Industries, Inc. shares in Q3 2020, an estimated $27K.
  • CFM Wealth Partners first reported a position in South Jersey Industries, Inc. in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's South Jersey Industries, Inc. position peaked at $40K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.