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Clarus Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Clarus Wealth 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
2019
Q2 		– Sell
-627
Closed -$31K – 669
2019
Q1 		$31K Buy
627
+4
+0.6% +$190 0.02% 353
2018
Q4 		$28K Buy
623
+4
+0.6% +$189 0.04% 348
2018
Q3 		$29K Buy
619
+8
+1% +$369 0.02% 381
2018
Q2 		$25K Buy
+611
New +$25.8K 0.02% 395

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clarus Wealth Advisors's NJR Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of New Jersey Resources (NJR) in Q2 2019, closing a stake of 627 shares — an estimated $31K sold.

Clarus Wealth Advisors first reported a position in NJR in Q2 2018 and held it in 4 quarters. The position peaked at $31K in Q1 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining New Jersey Resources position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 627 New Jersey Resources shares in Q2 2019, an estimated $31K.
  • Clarus Wealth Advisors first reported a position in New Jersey Resources in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's New Jersey Resources position peaked at $31K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.