CWS Financial Advisors’s New Jersey Resources NJR Stock Holding History

CWS Financial 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
2023 Q3	–	Sell	-4,727	Closed	-$223K	–	177
2023 Q2	$223K	Sell	4,727 -900	-16%	-$45.4K	0.08%	136
2023 Q1	$299K	Buy	+5,627	New	+$287K	0.12%	115
2022 Q4	–	Sell	-5,738	Closed	-$222K	–	149
2022 Q3	$222K	Sell	5,738 -49	-0.8%	-$2.19K	0.11%	124
2022 Q2	$258K	Buy	5,787 +43	+0.7%	+$1.93K	0.12%	118
2022 Q1	$263K	Buy	5,744 +364	+7%	+$15.2K	0.1%	126
2021 Q4	$221K	Buy	+5,380	New	+$208K	0.08%	142

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CWS Financial Advisors's NJR Position: Q3 2023 in Review

CWS Financial Advisors sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 4,727 shares — an estimated $223K sold.

CWS Financial Advisors first reported a position in NJR in Q4 2021 and held it in 6 quarters. The position peaked at $299K in Q1 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

CWS Financial Advisors reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
CWS Financial Advisors sold 4,727 New Jersey Resources shares in Q3 2023, an estimated $223K.
CWS Financial Advisors first reported a position in New Jersey Resources in Q4 2021 and held it in 6 quarters.
CWS Financial Advisors's New Jersey Resources position peaked at $299K in Q1 2023.
320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on CWS Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.