KWM
NJR icon

Kingsview Wealth Management’s New Jersey Resources NJR Stock Holding History

Kingsview 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
2020
Q3 		– Sell
-8,085
Closed -$264K – 688
2020
Q2 		$264K Buy
+8,085
New +$268K 0.03% 467

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's NJR Position: Q3 2020 in Review

Kingsview Wealth Management sold out of New Jersey Resources (NJR) in Q3 2020, closing a stake of 8,085 shares — an estimated $264K sold.

Kingsview Wealth Management first reported a position in NJR in Q2 2020 and held it in 1 quarter. The position peaked at $264K in Q2 2020. 252 funds tracked by Wall St. Rank hold NJR as of Q3 2020.

  • Kingsview Wealth Management reported no remaining New Jersey Resources position as of Q3 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,085 New Jersey Resources shares in Q3 2020, an estimated $264K.
  • Kingsview Wealth Management first reported a position in New Jersey Resources in Q2 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's New Jersey Resources position peaked at $264K in Q2 2020.
  • 252 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.