One Wealth Advisors’s New Jersey Resources NJR Stock Holding History

One Wealth 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 Q1	–	Sell	-658	Closed	-$32.6K	–	460
2022 Q4	$32.6K	Buy	+658	New	+$30K	0.01%	466

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

One Wealth Advisors's NJR Position: Q1 2023 in Review

One Wealth Advisors sold out of New Jersey Resources (NJR) in Q1 2023, closing a stake of 658 shares — an estimated $32.6K sold.

One Wealth Advisors first reported a position in NJR in Q4 2022 and held it in 1 quarter. The position peaked at $32.6K in Q4 2022. 321 funds tracked by Wall St. Rank hold NJR as of Q1 2023.

One Wealth Advisors reported no remaining New Jersey Resources position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 658 New Jersey Resources shares in Q1 2023, an estimated $32.6K.
One Wealth Advisors first reported a position in New Jersey Resources in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's New Jersey Resources position peaked at $32.6K in Q4 2022.
321 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.