EverSource Wealth Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

EverSource Wealth Advisors’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	-900	Closed	-$32K	–	2594
2022 Q4	$32K	Buy	900 +296	+49%	+$10.2K	﹤0.01%	926
2022 Q3	$20K	Sell	604 -1,656	-73%	-$56.5K	﹤0.01%	917
2022 Q2	$78K	Buy	2,260 +1,854	+457%	+$63.5K	0.02%	455
2022 Q1	$14K	Buy	406 +143	+54%	+$4.13K	﹤0.01%	862
2021 Q4	$7K	Buy	+263	New	+$6.25K	﹤0.01%	1151

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

EverSource Wealth Advisors's SJI Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 900 shares — an estimated $32K sold.

EverSource Wealth Advisors first reported a position in SJI in Q4 2021 and held it in 5 quarters. The position peaked at $78K in Q2 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

EverSource Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 900 South Jersey Industries, Inc. shares in Q1 2023, an estimated $32K.
EverSource Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 5 quarters.
EverSource Wealth Advisors's South Jersey Industries, Inc. position peaked at $78K in Q2 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.