OWM
NJR icon

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

Opes 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
2022
Q1 		– Sell
-5,834
Closed -$240K – 110
2021
Q4 		$240K Buy
+5,834
New +$226K 0.07% 96

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Opes Wealth Management's NJR Position: Q1 2022 in Review

Opes Wealth Management sold out of New Jersey Resources (NJR) in Q1 2022, closing a stake of 5,834 shares — an estimated $240K sold.

Opes Wealth Management first reported a position in NJR in Q4 2021 and held it in 1 quarter. The position peaked at $240K in Q4 2021. 297 funds tracked by Wall St. Rank hold NJR as of Q1 2022.

  • Opes Wealth Management reported no remaining New Jersey Resources position as of Q1 2022 after selling out during the quarter.
  • Opes Wealth Management sold 5,834 New Jersey Resources shares in Q1 2022, an estimated $240K.
  • Opes Wealth Management first reported a position in New Jersey Resources in Q4 2021 and held it in 1 quarter.
  • Opes Wealth Management's New Jersey Resources position peaked at $240K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2022.

Based on Opes Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.