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Fort Washington Investment Advisors’s New Jersey Resources NJR Stock Holding History

Fort Washington Investment 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
2021
Q4 		– Sell
-21,700
Closed -$755K – 517
2021
Q3 		$755K Buy
+21,700
New +$821K ﹤0.01% 343

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fort Washington Investment Advisors's NJR Position: Q4 2021 in Review

Fort Washington Investment Advisors sold out of New Jersey Resources (NJR) in Q4 2021, closing a stake of 21,700 shares — an estimated $755K sold.

Fort Washington Investment Advisors first reported a position in NJR in Q3 2021 and held it in 1 quarter. The position peaked at $755K in Q3 2021. 279 funds tracked by Wall St. Rank hold NJR as of Q4 2021.

  • Fort Washington Investment Advisors reported no remaining New Jersey Resources position as of Q4 2021 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 21,700 New Jersey Resources shares in Q4 2021, an estimated $755K.
  • Fort Washington Investment Advisors first reported a position in New Jersey Resources in Q3 2021 and held it in 1 quarter.
  • Fort Washington Investment Advisors's New Jersey Resources position peaked at $755K in Q3 2021.
  • 279 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.