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Forefront Wealth Management’s New Jersey Resources NJR Stock Holding History

Forefront Wealth 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
2023
Q3 		$720K Buy
17,726
+11
+0.1% +$482 1.01% 27
2023
Q2 		$836K Sell
17,715
-203
-1% -$10.2K 1.11% 28
2023
Q1 		$953K Buy
17,918
+63
+0.4% +$3.21K 1.25% 26
2022
Q4 		$886K Buy
17,855
+58
+0.3% +$2.65K 1.19% 25
2022
Q3 		$689K Buy
+17,797
New +$793K 0.96% 29

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Forefront Wealth Management's NJR Position: Q3 2023 in Review

Forefront Wealth Management increased its New Jersey Resources (NJR) stake by 0.06% in Q3 2023, buying an estimated $482 and bringing the position to 17,726 shares worth $720K. The position accounts for 1.01% of the portfolio, ranked #27.

Forefront Wealth Management first reported a position in NJR in Q3 2022 and has held it in 5 quarters since. The position peaked at $953K in Q1 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

  • Forefront Wealth Management held 17,726 shares of New Jersey Resources worth $720K as of Q3 2023.
  • Forefront Wealth Management bought 11 New Jersey Resources shares in Q3 2023, an estimated $482.
  • New Jersey Resources made up 1.01% of Forefront Wealth Management's portfolio in Q3 2023, its #27 holding.
  • Forefront Wealth Management first reported a position in New Jersey Resources in Q3 2022 and has held it in 5 quarters since.
  • Forefront Wealth Management's New Jersey Resources position peaked at $953K in Q1 2023.
  • 320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.