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Realta Investment Advisors’s New Jersey Resources NJR Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-921
Closed -$39K – 1001
2019
Q4 		$39K Hold
921
– – 0.01% 733
2019
Q3 		$42K Hold
921
– – 0.01% 723
2019
Q2 		$45K Buy
921
+421
+84% +$20.7K 0.01% 699
2019
Q1 		$25K Buy
+500
New +$23.8K 0.01% 703

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Realta Investment Advisors's NJR Position: Q1 2020 in Review

Realta Investment Advisors sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 921 shares — an estimated $39K sold.

Realta Investment Advisors first reported a position in NJR in Q1 2019 and held it in 4 quarters. The position peaked at $45K in Q2 2019. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

  • Realta Investment Advisors reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 921 New Jersey Resources shares in Q1 2020, an estimated $39K.
  • Realta Investment Advisors first reported a position in New Jersey Resources in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's New Jersey Resources position peaked at $45K in Q2 2019.
  • 247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.