Mezzasalma Advisors’s New Jersey Resources NJR Stock Holding History

Mezzasalma Advisors’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
2023 Q3	–	Sell	-6,446	Closed	-$304K	–	87
2023 Q2	$304K	Buy	+6,446	New	+$325K	0.18%	67

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mezzasalma Advisors's NJR Position: Q3 2023 in Review

Mezzasalma Advisors sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 6,446 shares — an estimated $304K sold.

Mezzasalma Advisors first reported a position in NJR in Q2 2023 and held it in 1 quarter. The position peaked at $304K in Q2 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

Mezzasalma Advisors reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
Mezzasalma Advisors sold 6,446 New Jersey Resources shares in Q3 2023, an estimated $304K.
Mezzasalma Advisors first reported a position in New Jersey Resources in Q2 2023 and held it in 1 quarter.
Mezzasalma Advisors's New Jersey Resources position peaked at $304K in Q2 2023.
320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on Mezzasalma Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.