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JNBA Financial Advisors’s New Jersey Resources NJR Stock Holding History

JNBA Financial 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
2021
Q3 		– Sell
-100
Closed -$4K – 745
2021
Q2 		$4K Hold
100
– – ﹤0.01% 572
2021
Q1 		$4K Buy
+100
New +$3.81K ﹤0.01% 550

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JNBA Financial Advisors's NJR Position: Q3 2021 in Review

JNBA Financial Advisors sold out of New Jersey Resources (NJR) in Q3 2021, closing a stake of 100 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in NJR in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 256 funds tracked by Wall St. Rank hold NJR as of Q3 2021.

  • JNBA Financial Advisors reported no remaining New Jersey Resources position as of Q3 2021 after selling out during the quarter.
  • JNBA Financial Advisors sold 100 New Jersey Resources shares in Q3 2021, an estimated $4K.
  • JNBA Financial Advisors first reported a position in New Jersey Resources in Q1 2021 and held it in 2 quarters.
  • JNBA Financial Advisors's New Jersey Resources position peaked at $4K in Q2 2021.
  • 256 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2021.

Based on JNBA Financial Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.