CCA
NJR icon

Childress Capital Advisors’s New Jersey Resources NJR Stock Holding History

Childress Capital Advisors’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
Q1 		– Sell
-64
Closed -$2K – 672
2020
Q4 		$2K Buy
+64
New +$2.08K ﹤0.01% 978

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Childress Capital Advisors's NJR Position: Q1 2021 in Review

Childress Capital Advisors sold out of New Jersey Resources (NJR) in Q1 2021, closing a stake of 64 shares — an estimated $2K sold.

Childress Capital Advisors first reported a position in NJR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 269 funds tracked by Wall St. Rank hold NJR as of Q1 2021.

  • Childress Capital Advisors reported no remaining New Jersey Resources position as of Q1 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 64 New Jersey Resources shares in Q1 2021, an estimated $2K.
  • Childress Capital Advisors first reported a position in New Jersey Resources in Q4 2020 and held it in 1 quarter.
  • Childress Capital Advisors's New Jersey Resources position peaked at $2K in Q4 2020.
  • 269 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.