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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
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 341 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.
  • 341 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.