First Personal Financial Services’s New Jersey Resources NJR Stock Holding History

First Personal Financial Services’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	$57K	Sell	1,208 -241	-17%	-$11K	0.01%	187
2024 Q2	$61.9K	Hold	1,449	–	–	0.01%	182
2024 Q1	$62.2K	Hold	1,449	–	–	0.01%	178
2023 Q4	$64.6K	Hold	1,449	–	–	0.02%	189
2023 Q3	$58.9K	Hold	1,449	–	–	0.02%	189
2023 Q2	$68.4K	Hold	1,449	–	–	0.02%	185
2023 Q1	$77.1K	Hold	1,449	–	–	0.02%	170
2022 Q4	$71.9K	Hold	1,449	–	–	0.02%	178
2022 Q3	$56K	Hold	1,449	–	–	0.02%	187
2022 Q2	$65K	Hold	1,449	–	–	0.02%	158
2022 Q1	$66K	Hold	1,449	–	–	0.02%	172
2021 Q4	$59K	Hold	1,449	–	–	0.01%	184
2021 Q3	$50K	Hold	1,449	–	–	0.01%	196
2021 Q2	$57K	Hold	1,449	–	–	0.01%	186
2021 Q1	$58K	Hold	1,449	–	–	0.02%	182
2020 Q4	$52K	Hold	1,449	–	–	0.01%	183
2020 Q3	$39K	Hold	1,449	–	–	0.01%	199
2020 Q2	$47K	Hold	1,449	–	–	0.02%	189
2020 Q1	$49K	Buy	+1,449	New	+$56.5K	0.02%	184
2016 Q3	–	Sell	-159	Closed	-$6K	–	835
2016 Q2	$6K	Buy	+159	New	+$5.74K	﹤0.01%	665
2016 Q1	–	Sell	-70	Closed	-$2K	–	368
2015 Q4	$2K	Buy	+70	New	+$2.15K	﹤0.01%	371

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

First Personal Financial Services's NJR Position: Q3 2024 in Review

First Personal Financial Services reduced its New Jersey Resources (NJR) stake by 17% in Q3 2024, selling an estimated $11K and leaving 1,208 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #187.

First Personal Financial Services first reported a position in NJR in Q4 2015 and has held it in 21 quarters since. The position peaked at $77.1K in Q1 2023. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

First Personal Financial Services held 1,208 shares of New Jersey Resources worth $57K as of Q3 2024.
First Personal Financial Services sold 241 New Jersey Resources shares in Q3 2024, an estimated $11K.
New Jersey Resources made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #187 holding.
First Personal Financial Services first reported a position in New Jersey Resources in Q4 2015 and has held it in 21 quarters since.
First Personal Financial Services's New Jersey Resources position peaked at $77.1K in Q1 2023.
362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.