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Destiny Wealth Partners’s New Jersey Resources NJR Stock Holding History

Destiny Wealth Partners’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
2022
Q2 		– Sell
-2,392
Closed -$110K – 641
2022
Q1 		$110K Buy
+2,392
New +$99.6K 0.02% 220

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Bank of New York Mellon
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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Destiny Wealth Partners's NJR Position: Q2 2022 in Review

Destiny Wealth Partners sold out of New Jersey Resources (NJR) in Q2 2022, closing a stake of 2,392 shares — an estimated $110K sold.

Destiny Wealth Partners first reported a position in NJR in Q1 2022 and held it in 1 quarter. The position peaked at $110K in Q1 2022. 283 funds tracked by Wall St. Rank hold NJR as of Q2 2022.

  • Destiny Wealth Partners reported no remaining New Jersey Resources position as of Q2 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,392 New Jersey Resources shares in Q2 2022, an estimated $110K.
  • Destiny Wealth Partners first reported a position in New Jersey Resources in Q1 2022 and held it in 1 quarter.
  • Destiny Wealth Partners's New Jersey Resources position peaked at $110K in Q1 2022.
  • 283 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2022.

Based on Destiny Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.