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Keystone Financial Planning’s New Jersey Resources NJR Stock Holding History

Keystone Financial Planning’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
Q2 		– Sell
-11,677
Closed -$501K – 53
2024
Q1 		$501K Buy
11,677
+4,811
+70% +$203K 0.16% 41
2023
Q4 		$306K Buy
+6,866
New +$293K 0.1% 46
2023
Q1 		– Sell
-153,564
Closed -$7.62M – 47
2022
Q4 		$7.62M Sell
153,564
-18,574
-11% -$848K 2.57% 10
2022
Q3 		$6.66M Sell
172,138
-6,176
-3% -$275K 2.56% 14
2022
Q2 		$7.94M Sell
178,314
-6,093
-3% -$274K 2.79% 9
2022
Q1 		$8.46M Buy
184,407
+1,323
+0.7% +$55.1K 2.83% 8
2021
Q4 		$7.52M Sell
183,084
-2,628
-1% -$102K 2.56% 11
2021
Q3 		$6.46M Buy
185,712
+5,273
+3% +$199K 2.35% 17
2021
Q2 		$7.14M Sell
180,439
-6,872
-4% -$290K 2.59% 16
2021
Q1 		$7.47M Buy
187,311
+214
+0.1% +$8.16K 2.78% 13
2020
Q4 		$6.65M Buy
187,097
+5,661
+3% +$184K 2.76% 17
2020
Q3 		$4.9M Buy
181,436
+61,180
+51% +$1.86M 2.37% 19
2020
Q2 		$3.93M Buy
+120,256
New +$3.98M 1.94% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Keystone Financial Planning's NJR Position: Q2 2024 in Review

Keystone Financial Planning sold out of New Jersey Resources (NJR) in Q2 2024, closing a stake of 11,677 shares — an estimated $501K sold.

Keystone Financial Planning first reported a position in NJR in Q2 2020 and held it in 13 quarters. The position peaked at $8.46M in Q1 2022. 332 funds tracked by Wall St. Rank hold NJR as of Q2 2024.

  • Keystone Financial Planning reported no remaining New Jersey Resources position as of Q2 2024 after selling out during the quarter.
  • Keystone Financial Planning sold 11,677 New Jersey Resources shares in Q2 2024, an estimated $501K.
  • Keystone Financial Planning first reported a position in New Jersey Resources in Q2 2020 and held it in 13 quarters.
  • Keystone Financial Planning's New Jersey Resources position peaked at $8.46M in Q1 2022.
  • 332 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2024.

Based on Keystone Financial Planning's 13F filing for Q2 2024, filed 10 Jul 2024.