High Net Worth Advisory Group’s South Jersey Industries, Inc. SJI Stock Holding History

High Net Worth Advisory Group’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,747	Closed	-$240K	–	623
2022 Q4	$240K	Hold	6,747	–	–	0.09%	163
2022 Q3	$225K	Hold	6,747	–	–	0.1%	169
2022 Q2	$230K	Hold	6,747	–	–	0.1%	171
2022 Q1	$233K	Hold	6,747	–	–	0.08%	168
2021 Q4	$176K	Buy	+6,747	New	+$160K	0.06%	197

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

High Net Worth Advisory Group's SJI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 6,747 shares — an estimated $240K sold.

High Net Worth Advisory Group first reported a position in SJI in Q4 2021 and held it in 5 quarters. The position peaked at $240K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

High Net Worth Advisory Group reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 6,747 South Jersey Industries, Inc. shares in Q1 2023, an estimated $240K.
High Net Worth Advisory Group first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's South Jersey Industries, Inc. position peaked at $240K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.