Grey Fox Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Grey Fox Wealth 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
2023 Q2	–	Sell	-24	Closed	-$1.28K	–	376
2023 Q1	$1.28K	Buy	+24	New	+$1.22K	﹤0.01%	442

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

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

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

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

Grey Fox Wealth Advisors's NJR Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of New Jersey Resources (NJR) in Q2 2023, closing a stake of 24 shares — an estimated $1.28K sold.

Grey Fox Wealth Advisors first reported a position in NJR in Q1 2023 and held it in 1 quarter. The position peaked at $1.28K in Q1 2023. 342 funds tracked by Wall St. Rank hold NJR as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining New Jersey Resources position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 24 New Jersey Resources shares in Q2 2023, an estimated $1.28K.
Grey Fox Wealth Advisors first reported a position in New Jersey Resources in Q1 2023 and held it in 1 quarter.
Grey Fox Wealth Advisors's New Jersey Resources position peaked at $1.28K in Q1 2023.
342 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.