FinTrust Capital Advisors’s New Jersey Resources NJR Stock Holding History

FinTrust Capital 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
2024 Q3	$18.9K	Hold	400	–	–	﹤0.01%	827
2024 Q2	$17.1K	Hold	400	–	–	﹤0.01%	799
2024 Q1	$17.2K	Hold	400	–	–	﹤0.01%	766
2023 Q4	$17.8K	Sell	400 -265	-40%	-$11.3K	﹤0.01%	720
2023 Q3	$27K	Hold	665	–	–	0.01%	604
2023 Q2	$33K	Hold	665	–	–	0.01%	523
2023 Q1	$33K	Hold	665	–	–	0.01%	521
2022 Q4	$33K	Hold	665	–	–	0.01%	520
2022 Q3	$27K	Hold	665	–	–	0.01%	653
2022 Q2	$29K	Hold	665	–	–	0.01%	641
2022 Q1	$30K	Hold	665	–	–	0.01%	662
2021 Q4	$27K	Hold	665	–	–	0.01%	662
2021 Q3	$23K	Hold	665	–	–	0.01%	710
2021 Q2	$26K	Hold	665	–	–	0.01%	693
2021 Q1	$27K	Buy	+665	New	+$25.3K	0.01%	643

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FinTrust Capital Advisors's NJR Position: Q3 2024 in Review

FinTrust Capital Advisors held its New Jersey Resources (NJR) position steady in Q3 2024 at 400 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

FinTrust Capital Advisors first reported a position in NJR in Q1 2021 and has held it in 15 quarters since. The position peaked at $33K in Q2 2023. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

FinTrust Capital Advisors held 400 shares of New Jersey Resources worth $18.9K as of Q3 2024.
FinTrust Capital Advisors left its New Jersey Resources share count unchanged in Q3 2024.
New Jersey Resources made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #827 holding.
FinTrust Capital Advisors first reported a position in New Jersey Resources in Q1 2021 and has held it in 15 quarters since.
FinTrust Capital Advisors's New Jersey Resources position peaked at $33K in Q2 2023.
362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.