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Principle Wealth Partners’s New Jersey Resources NJR Stock Holding History

Principle Wealth Partners’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
-4,300
Closed -$203K – 327
2023
Q2 		$203K Buy
+4,300
New +$217K 0.02% 315

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
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

Principle Wealth Partners's NJR Position: Q3 2023 in Review

Principle Wealth Partners sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 4,300 shares — an estimated $203K sold.

Principle Wealth Partners first reported a position in NJR in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

  • Principle Wealth Partners reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
  • Principle Wealth Partners sold 4,300 New Jersey Resources shares in Q3 2023, an estimated $203K.
  • Principle Wealth Partners first reported a position in New Jersey Resources in Q2 2023 and held it in 1 quarter.
  • Principle Wealth Partners's New Jersey Resources position peaked at $203K in Q2 2023.
  • 320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on Principle Wealth Partners's 13F filing for Q3 2023, filed 1 Nov 2023.