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

Concord 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
2023 Q1	–	Sell	-153	Closed	-$5.44K	–	1272
2022 Q4	$5.44K	Buy	+153	New	+$5.29K	﹤0.01%	741
2022 Q3	–	Sell	-153	Closed	-$5K	–	1264
2022 Q2	$5K	Buy	+153	New	+$5.24K	﹤0.01%	843

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Concord Wealth Partners's SJI Position: Q1 2023 in Review

Concord Wealth Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 153 shares — an estimated $5.44K sold.

Concord Wealth Partners first reported a position in SJI in Q2 2022 and held it in 2 quarters. The position peaked at $5.44K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Concord Wealth Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 153 South Jersey Industries, Inc. shares in Q1 2023, an estimated $5.44K.
Concord Wealth Partners first reported a position in South Jersey Industries, Inc. in Q2 2022 and held it in 2 quarters.
Concord Wealth Partners's South Jersey Industries, Inc. position peaked at $5.44K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.