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Planning Capital Management Corporation’s New Jersey Resources NJR Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$12.7K Hold
269
– – 0.01% 401
2024
Q2 		$11.5K Hold
269
– – 0.01% 394
2024
Q1 		$11.5K Buy
269
+25
+10% +$1.05K 0.01% 399
2023
Q4 		$10.9K Buy
+244
New +$10.4K 0.01% 410

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Planning Capital Management Corporation's NJR Position: Q3 2024 in Review

Planning Capital Management Corporation held its New Jersey Resources (NJR) position steady in Q3 2024 at 269 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #401.

Planning Capital Management Corporation first reported a position in NJR in Q4 2023 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

  • Planning Capital Management Corporation held 269 shares of New Jersey Resources worth $12.7K as of Q3 2024.
  • Planning Capital Management Corporation left its New Jersey Resources share count unchanged in Q3 2024.
  • New Jersey Resources made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #401 holding.
  • Planning Capital Management Corporation first reported a position in New Jersey Resources in Q4 2023 and has held it in 4 quarters since.
  • 362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.