Raymond James Financial Services Advisors’s New Jersey Resources NJR Stock Holding History

Raymond James Financial Services Advisors’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 Q1	–	Sell	-16,500	Closed	-$23.9K	–	3359
2022 Q4	$23.9K	Sell	16,500 -500	-3%	-$22.8K	﹤0.01%	3142
2022 Q3	$5K	Hold	17,000	–	–	﹤0.01%	3232
2022 Q2	$7K	Hold	17,000	–	–	﹤0.01%	3218
2022 Q1	$85K	Hold	17,000	–	–	﹤0.01%	3133
2021 Q4	$17K	Hold	17,000	–	–	﹤0.01%	3252
2021 Q3	$9K	Buy	17,000 +2,400	+16%	+$90.8K	﹤0.01%	3261
2021 Q2	$2K	Hold	14,600	–	–	﹤0.01%	3290
2021 Q1	$1K	Hold	14,600	–	–	﹤0.01%	3174
2020 Q4	$6K	Buy	14,600 +500	+4%	+$16.3K	﹤0.01%	2976
2020 Q3	$4K	Buy	+14,100	New	+$429K	﹤0.01%	2861

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Raymond James Financial Services Advisors's NJR Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its New Jersey Resources (NJR) stake by 31% in Q3 2024, selling an estimated $659K and leaving 31,580 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Raymond James Financial Services Advisors first reported a position in NJR in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.74M in Q3 2017. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

Raymond James Financial Services Advisors held 31,580 shares of New Jersey Resources worth $1.49M as of Q3 2024.
Raymond James Financial Services Advisors sold 14,430 New Jersey Resources shares in Q3 2024, an estimated $659K.
New Jersey Resources made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1898 holding.
Raymond James Financial Services Advisors first reported a position in New Jersey Resources in Q2 2013 and has held it in 37 quarters since.
Raymond James Financial Services Advisors's New Jersey Resources position peaked at $3.74M in Q3 2017.
362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.