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Dixon Hughes Goodman Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$193K Hold
4,213
– – 0.06% 174
2021
Q4 		$173K Buy
+4,213
New +$163K 0.06% 157

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's NJR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its New Jersey Resources (NJR) position steady in Q1 2022 at 4,213 shares worth $193K. The position accounts for 0.06% of the portfolio, ranked #174.

Dixon Hughes Goodman Wealth Advisors first reported a position in NJR in Q4 2021 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold NJR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 4,213 shares of New Jersey Resources worth $193K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its New Jersey Resources share count unchanged in Q1 2022.
  • New Jersey Resources made up 0.06% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #174 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in New Jersey Resources in Q4 2021 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.