Kestra Advisory Services’s South Jersey Industries, Inc. SJI Stock Holding History

Kestra Advisory Services’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	-9,267	Closed	-$329K	–	2349
2022 Q4	$329K	Buy	9,267 +3,109	+50%	+$107K	﹤0.01%	1670
2022 Q3	$206K	Buy	+6,158	New	+$210K	﹤0.01%	1866

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

Kestra Advisory Services's SJI Position: Q1 2023 in Review

Kestra Advisory Services sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 9,267 shares — an estimated $329K sold.

Kestra Advisory Services first reported a position in SJI in Q3 2022 and held it in 2 quarters. The position peaked at $329K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Kestra Advisory Services reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Kestra Advisory Services sold 9,267 South Jersey Industries, Inc. shares in Q1 2023, an estimated $329K.
Kestra Advisory Services first reported a position in South Jersey Industries, Inc. in Q3 2022 and held it in 2 quarters.
Kestra Advisory Services's South Jersey Industries, Inc. position peaked at $329K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Kestra Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.