My Personal CFO LLC’s New Jersey Resources NJR Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-212	Closed	-$10.5K	–	558
2022 Q4	$10.5K	Buy	+212	New	+$9.68K	0.01%	256

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

My Personal CFO LLC's NJR Position: Q1 2023 in Review

My Personal CFO LLC sold out of New Jersey Resources (NJR) in Q1 2023, closing a stake of 212 shares — an estimated $10.5K sold.

My Personal CFO LLC first reported a position in NJR in Q4 2022 and held it in 1 quarter. The position peaked at $10.5K in Q4 2022. 321 funds tracked by Wall St. Rank hold NJR as of Q1 2023.

My Personal CFO LLC reported no remaining New Jersey Resources position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 212 New Jersey Resources shares in Q1 2023, an estimated $10.5K.
My Personal CFO LLC first reported a position in New Jersey Resources in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's New Jersey Resources position peaked at $10.5K in Q4 2022.
321 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.