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Paces Ferry Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-27
Closed -$1K – 767
2020
Q3 		$1K Buy
+27
New +$822 ﹤0.01% 900

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Energy Income Partners
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Paces Ferry Wealth Advisors's NJR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of New Jersey Resources (NJR) in Q4 2020, closing a stake of 27 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in NJR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 268 funds tracked by Wall St. Rank hold NJR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining New Jersey Resources position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 27 New Jersey Resources shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in New Jersey Resources in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's New Jersey Resources position peaked at $1K in Q3 2020.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.