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Harvest Group Wealth Management’s New Jersey Resources NJR Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-8
Closed – – 468
2020
Q4 		$0 Hold
8
– – ﹤0.01% 789
2020
Q3 		$0 Buy
+8
New +$244 ﹤0.01% 746
2020
Q1 		– Sell
-27
Closed -$1.05K – 827
2019
Q4 		$1K Hold
27
– – ﹤0.01% 817
2019
Q3 		$1K Hold
27
– – ﹤0.01% 890
2019
Q2 		$1K Hold
27
– – ﹤0.01% 766
2019
Q1 		$1K Buy
+27
New +$1.28K ﹤0.01% 810

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Harvest Group Wealth Management's NJR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of New Jersey Resources (NJR) in Q1 2021, closing a stake of 8 shares.

Harvest Group Wealth Management first reported a position in NJR in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2019. 269 funds tracked by Wall St. Rank hold NJR as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining New Jersey Resources position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 8 New Jersey Resources shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in New Jersey Resources in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's New Jersey Resources position peaked at $1K in Q4 2019.
  • 269 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.