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Claraphi Advisory Network’s New Jersey Resources NJR Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-1,186
Closed -$40K – 870
2020
Q1 		$40K Buy
+1,186
New +$46.3K 0.02% 510

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Claraphi Advisory Network's NJR Position: Q2 2020 in Review

Claraphi Advisory Network sold out of New Jersey Resources (NJR) in Q2 2020, closing a stake of 1,186 shares — an estimated $40K sold.

Claraphi Advisory Network first reported a position in NJR in Q1 2020 and held it in 1 quarter. The position peaked at $40K in Q1 2020. 260 funds tracked by Wall St. Rank hold NJR as of Q2 2020.

  • Claraphi Advisory Network reported no remaining New Jersey Resources position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 1,186 New Jersey Resources shares in Q2 2020, an estimated $40K.
  • Claraphi Advisory Network first reported a position in New Jersey Resources in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's New Jersey Resources position peaked at $40K in Q1 2020.
  • 260 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.