Iron Horse Wealth Management’s New Jersey Resources NJR Stock Holding History

Iron Horse 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
2024 Q4	–	Sell	-42	Closed	-$1.98K	–	521
2024 Q3	$1.98K	Hold	42	–	–	﹤0.01%	382
2024 Q2	$1.79K	Hold	42	–	–	﹤0.01%	368
2024 Q1	$1.8K	Hold	42	–	–	﹤0.01%	357
2023 Q4	$1.87K	Hold	42	–	–	﹤0.01%	372
2023 Q3	$1.71K	Hold	42	–	–	﹤0.01%	383
2023 Q2	$1.98K	Hold	42	–	–	﹤0.01%	231
2023 Q1	$2.23K	Buy	+42	New	+$2.14K	﹤0.01%	240

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

Norges Bank Oslo, Norway $935B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Iron Horse Wealth Management's NJR Position: Q4 2024 in Review

Iron Horse Wealth Management sold out of New Jersey Resources (NJR) in Q4 2024, closing a stake of 42 shares — an estimated $1.98K sold.

Iron Horse Wealth Management first reported a position in NJR in Q1 2023 and held it in 7 quarters. The position peaked at $2.23K in Q1 2023. 393 funds tracked by Wall St. Rank hold NJR as of Q4 2024.

Iron Horse Wealth Management reported no remaining New Jersey Resources position as of Q4 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 42 New Jersey Resources shares in Q4 2024, an estimated $1.98K.
Iron Horse Wealth Management first reported a position in New Jersey Resources in Q1 2023 and held it in 7 quarters.
Iron Horse Wealth Management's New Jersey Resources position peaked at $2.23K in Q1 2023.
393 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2024.

Based on Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.