First National Bank of South Miami’s New Jersey Resources NJR Stock Holding History

First National Bank of South Miami’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 Q2	–	Sell	-472	Closed	-$22K	–	333
2022 Q1	$22K	Sell	472 -141	-23%	-$5.87K	0.01%	255
2021 Q4	$25K	Buy	+613	New	+$23.7K	0.02%	263

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First National Bank of South Miami's NJR Position: Q2 2022 in Review

First National Bank of South Miami sold out of New Jersey Resources (NJR) in Q2 2022, closing a stake of 472 shares — an estimated $22K sold.

First National Bank of South Miami first reported a position in NJR in Q4 2021 and held it in 2 quarters. The position peaked at $25K in Q4 2021. 284 funds tracked by Wall St. Rank hold NJR as of Q2 2022.

First National Bank of South Miami reported no remaining New Jersey Resources position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 472 New Jersey Resources shares in Q2 2022, an estimated $22K.
First National Bank of South Miami first reported a position in New Jersey Resources in Q4 2021 and held it in 2 quarters.
First National Bank of South Miami's New Jersey Resources position peaked at $25K in Q4 2021.
284 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.