FourThought Financial’s New Jersey Resources NJR Stock Holding History

FourThought Financial’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 Q3	$134K	Sell	3,474 -3,153	-48%	-$141K	0.02%	372
2022 Q2	$295K	Sell	6,627 -240	-3%	-$10.8K	0.04%	268
2022 Q1	$315K	Sell	6,867 -218	-3%	-$9.08K	0.04%	268
2021 Q4	$291K	Sell	7,085 -432	-6%	-$16.7K	0.04%	279
2021 Q3	$261K	Sell	7,517 -56	-0.7%	-$2.12K	0.03%	295
2021 Q2	$299K	Buy	7,573 +43	+0.6%	+$1.82K	0.04%	285
2021 Q1	$300K	Buy	7,530 +545	+8%	+$20.8K	0.04%	285
2020 Q4	$248K	Buy	+6,985	New	+$227K	0.04%	303

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial's NJR Position: Q3 2022 in Review

FourThought Financial reduced its New Jersey Resources (NJR) stake by 48% in Q3 2022, selling an estimated $141K and leaving 3,474 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #372.

FourThought Financial first reported a position in NJR in Q4 2020 and has held it in 8 quarters since. The position peaked at $315K in Q1 2022. 287 funds tracked by Wall St. Rank hold NJR as of Q3 2022.

FourThought Financial held 3,474 shares of New Jersey Resources worth $134K as of Q3 2022.
FourThought Financial sold 3,153 New Jersey Resources shares in Q3 2022, an estimated $141K.
New Jersey Resources made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #372 holding.
FourThought Financial first reported a position in New Jersey Resources in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's New Jersey Resources position peaked at $315K in Q1 2022.
287 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.