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PCA Investment Advisory Services’s New Jersey Resources NJR Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-1,551
Closed -$73.2K – 313
2023
Q2 		$73.2K Buy
+1,551
New +$78.2K 0.04% 226

Other funds holding NJR

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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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PCA Investment Advisory Services's NJR Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 1,551 shares — an estimated $73.2K sold.

PCA Investment Advisory Services first reported a position in NJR in Q2 2023 and held it in 1 quarter. The position peaked at $73.2K in Q2 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,551 New Jersey Resources shares in Q3 2023, an estimated $73.2K.
  • PCA Investment Advisory Services first reported a position in New Jersey Resources in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's New Jersey Resources position peaked at $73.2K in Q2 2023.
  • 320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.