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

Laidlaw 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 Q1	–	Sell	-6,596	Closed	-$294K	–	216
2023 Q4	$294K	Sell	6,596 -391	-6%	-$16.7K	0.11%	186
2023 Q3	$284K	Sell	6,987 -50	-0.7%	-$2.19K	0.09%	203
2023 Q2	$332K	Buy	7,037 +12	+0.2%	+$605	0.07%	251
2023 Q1	$374K	Buy	7,025 +13	+0.2%	+$662	0.08%	236
2022 Q4	$348K	Sell	7,012 -274	-4%	-$12.5K	0.07%	246
2022 Q3	$282K	Buy	7,286 +13	+0.2%	+$580	0.07%	247
2022 Q2	$324K	Buy	7,273 +12	+0.2%	+$539	0.07%	255
2022 Q1	$333K	Buy	7,261 +14	+0.2%	+$583	0.06%	280
2021 Q4	$298K	Buy	+7,247	New	+$280K	0.05%	310
2021 Q1	–	Sell	-9,685	Closed	-$344K	–	311
2020 Q4	$344K	Buy	9,685 +72	+0.7%	+$2.34K	0.07%	240
2020 Q3	$260K	Buy	9,613 +2,014	+27%	+$61.3K	0.12%	170
2020 Q2	$248K	Buy	7,599 +16	+0.2%	+$530	0.13%	151
2020 Q1	$258K	Buy	7,583 +10	+0.1%	+$390	0.17%	122
2019 Q4	$338K	Buy	+7,573	New	+$327K	0.21%	118

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Laidlaw Wealth Management's NJR Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of New Jersey Resources (NJR) in Q1 2024, closing a stake of 6,596 shares — an estimated $294K sold.

Laidlaw Wealth Management first reported a position in NJR in Q4 2019 and held it in 14 quarters. The position peaked at $374K in Q1 2023. 336 funds tracked by Wall St. Rank hold NJR as of Q1 2024.

Laidlaw Wealth Management reported no remaining New Jersey Resources position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 6,596 New Jersey Resources shares in Q1 2024, an estimated $294K.
Laidlaw Wealth Management first reported a position in New Jersey Resources in Q4 2019 and held it in 14 quarters.
Laidlaw Wealth Management's New Jersey Resources position peaked at $374K in Q1 2023.
336 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.