Financial Management Professionals’s New Jersey Resources NJR Stock Holding History

Financial Management Professionals’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	-6	Closed	–	–	994
2023 Q2	$0	Buy	+6	New	+$302	﹤0.01%	1048
2021 Q3	–	Sell	-13	Closed	-$1K	–	1011
2021 Q2	$1K	Buy	+13	New	+$549	﹤0.01%	808

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

Financial Management Professionals's NJR Position: Q3 2023 in Review

Financial Management Professionals sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 6 shares.

Financial Management Professionals first reported a position in NJR in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

Financial Management Professionals reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
Financial Management Professionals sold 6 New Jersey Resources shares in Q3 2023.
Financial Management Professionals first reported a position in New Jersey Resources in Q2 2021 and held it in 2 quarters.
Financial Management Professionals's New Jersey Resources position peaked at $1K in Q2 2021.
320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.