Glassman Wealth Services’s New Jersey Resources NJR Stock Holding History

Glassman Wealth 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 Q1	–	Sell	-219	Closed	-$9.76K	–	1234
2023 Q4	$9.76K	Hold	219	–	–	﹤0.01%	889
2023 Q3	$8.9K	Hold	219	–	–	﹤0.01%	888
2023 Q2	$10.3K	Hold	219	–	–	﹤0.01%	808
2023 Q1	$11.7K	Hold	219	–	–	﹤0.01%	778
2022 Q4	$10.9K	Hold	219	–	–	﹤0.01%	799
2022 Q3	$8K	Hold	219	–	–	﹤0.01%	872
2022 Q2	$10K	Buy	219 +12	+6%	+$539	﹤0.01%	815
2022 Q1	$9K	Hold	207	–	–	﹤0.01%	866
2021 Q4	$8K	Buy	207 +21	+11%	+$812	﹤0.01%	868
2021 Q3	$6K	Hold	186	–	–	﹤0.01%	917
2021 Q2	$7K	Hold	186	–	–	﹤0.01%	841
2021 Q1	$7K	Buy	186 +3	+2%	+$114	﹤0.01%	800
2020 Q4	$7K	Hold	183	–	–	﹤0.01%	810
2020 Q3	$5K	Buy	+183	New	+$5.57K	﹤0.01%	794
2019 Q4	–	Sell	-2	Closed	–	–	1376
2019 Q3	$0	Buy	+2	New	+$94	﹤0.01%	1265

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

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

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glassman Wealth Services's NJR Position: Q1 2024 in Review

Glassman Wealth Services sold out of New Jersey Resources (NJR) in Q1 2024, closing a stake of 219 shares — an estimated $9.76K sold.

Glassman Wealth Services first reported a position in NJR in Q3 2019 and held it in 15 quarters. The position peaked at $11.7K in Q1 2023. 336 funds tracked by Wall St. Rank hold NJR as of Q1 2024.

Glassman Wealth Services reported no remaining New Jersey Resources position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 219 New Jersey Resources shares in Q1 2024, an estimated $9.76K.
Glassman Wealth Services first reported a position in New Jersey Resources in Q3 2019 and held it in 15 quarters.
Glassman Wealth Services's New Jersey Resources position peaked at $11.7K in Q1 2023.
336 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.