PFWA
SJI

Paces Ferry Wealth Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-33
Closed -$1K – 1218
2020
Q3 		$1K Buy
+33
New +$739 ﹤0.01% 1037

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Paces Ferry Wealth Advisors's SJI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q4 2020, closing a stake of 33 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in SJI in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 209 funds tracked by Wall St. Rank hold SJI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 33 South Jersey Industries, Inc. shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's South Jersey Industries, Inc. position peaked at $1K in Q3 2020.
  • 209 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2020.

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