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

Liberty 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
2021 Q4	–	Sell	-1,488	Closed	-$52K	–	773
2021 Q3	$52K	Hold	1,488	–	–	0.02%	416
2021 Q2	$59K	Hold	1,488	–	–	0.02%	290
2021 Q1	$53K	Hold	1,488	–	–	0.03%	274
2020 Q4	$53K	Hold	1,488	–	–	0.03%	271
2020 Q3	$40K	Hold	1,488	–	–	0.02%	266
2020 Q2	$49K	Hold	1,488	–	–	0.03%	227
2020 Q1	$51K	Hold	1,488	–	–	0.04%	208
2019 Q4	$66K	Sell	1,488 -300	-17%	-$13K	0.05%	211
2019 Q3	$81K	Hold	1,788	–	–	0.08%	168
2019 Q2	$89K	Hold	1,788	–	–	0.08%	183
2019 Q1	$89K	Hold	1,788	–	–	0.07%	151
2018 Q4	$81K	Buy	+1,788	New	+$84.3K	0.06%	146

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Liberty Wealth Management's NJR Position: Q4 2021 in Review

Liberty Wealth Management sold out of New Jersey Resources (NJR) in Q4 2021, closing a stake of 1,488 shares — an estimated $52K sold.

Liberty Wealth Management first reported a position in NJR in Q4 2018 and held it in 12 quarters. The position peaked at $89K in Q2 2019. 279 funds tracked by Wall St. Rank hold NJR as of Q4 2021.

Liberty Wealth Management reported no remaining New Jersey Resources position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,488 New Jersey Resources shares in Q4 2021, an estimated $52K.
Liberty Wealth Management first reported a position in New Jersey Resources in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's New Jersey Resources position peaked at $89K in Q2 2019.
279 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.