PWPS
SJI

Pinnacle Wealth Planning Services’s South Jersey Industries, Inc. SJI Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-338
Closed -$7K – 2154
2020
Q4 		$7K Buy
+338
New +$7.3K ﹤0.01% 1560

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's SJI Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of South Jersey Industries, Inc. (SJI) in Q1 2021, closing a stake of 338 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in SJI in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 244 funds tracked by Wall St. Rank hold SJI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining South Jersey Industries, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 338 South Jersey Industries, Inc. shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in South Jersey Industries, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's South Jersey Industries, Inc. position peaked at $7K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.