CWS
SJI

Confluence Wealth Services’s South Jersey Industries, Inc. SJI Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-3,800
Closed -$99K – 1273
2021
Q4 		$99K Buy
+3,800
New +$90.3K 0.03% 338

Other funds holding SJI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Confluence Wealth Services's SJI Position: Q1 2022 in Review

Confluence Wealth Services sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 3,800 shares — an estimated $99K sold.

Confluence Wealth Services first reported a position in SJI in Q4 2021 and held it in 1 quarter. The position peaked at $99K in Q4 2021. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

  • Confluence Wealth Services reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 3,800 South Jersey Industries, Inc. shares in Q1 2022, an estimated $99K.
  • Confluence Wealth Services first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's South Jersey Industries, Inc. position peaked at $99K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.