Financial Gravity Asset Management’s New Jersey Resources NJR Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-4	Closed	-$171	–	2078
2024 Q1	$171	Buy	+4	New	+$169	﹤0.01%	1639
2023 Q3	–	Sell	-47	Closed	-$243	–	1582
2023 Q2	$243	Buy	+47	New	+$2.37K	﹤0.01%	1131
2023 Q1	–	Sell	-50	Closed	-$266	–	1473
2022 Q4	$266	Buy	+50	New	+$2.28K	﹤0.01%	896
2020 Q2	–	Sell	-10	Closed	-$351	–	574
2020 Q1	$351	Sell	10 -23	-70%	-$898	﹤0.01%	618
2019 Q4	$45K	Buy	33 +1	+3%	+$43	0.03%	697
2019 Q3	$1K	Sell	32 -4	-11%	-$187	﹤0.01%	1072
2019 Q2	$2K	Sell	36 -28	-44%	-$1.38K	﹤0.01%	921
2019 Q1	$3K	Buy	+64	New	+$3.05K	﹤0.01%	854
2018 Q3	$11K	Buy	236 +18	+8%	+$829	0.01%	559
2018 Q2	$10K	Buy	218 +21	+11%	+$887	0.01%	571
2018 Q1	$8K	Buy	+197	New	+$7.67K	0.01%	620

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Gravity Asset Management's NJR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of New Jersey Resources (NJR) in Q2 2024, closing a stake of 4 shares — an estimated $171 sold.

Financial Gravity Asset Management first reported a position in NJR in Q1 2018 and held it in 11 quarters. The position peaked at $45K in Q4 2019. 332 funds tracked by Wall St. Rank hold NJR as of Q2 2024.

Financial Gravity Asset Management reported no remaining New Jersey Resources position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 4 New Jersey Resources shares in Q2 2024, an estimated $171.
Financial Gravity Asset Management first reported a position in New Jersey Resources in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's New Jersey Resources position peaked at $45K in Q4 2019.
332 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.