PWMG
SJI

Prestige Wealth Management Group’s South Jersey Industries, Inc. SJI Stock Holding History

Prestige Wealth Management Group’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
2023
Q1 		– Sell
-16
Closed -$568 – 1178
2022
Q4 		$568 Buy
+16
New +$553 ﹤0.01% 1045

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Prestige Wealth Management Group's SJI Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 16 shares — an estimated $568 sold.

Prestige Wealth Management Group first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $568 in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 16 South Jersey Industries, Inc. shares in Q1 2023, an estimated $568.
  • Prestige Wealth Management Group first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's South Jersey Industries, Inc. position peaked at $568 in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.