San Luis Wealth Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

San Luis Wealth Advisors’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
2022 Q2	–	Sell	-991	Closed	-$26K	–	454
2022 Q1	$26K	Buy	+991	New	+$28.6K	0.01%	293

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

San Luis Wealth Advisors's SJI Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q2 2022, closing a stake of 991 shares — an estimated $26K sold.

San Luis Wealth Advisors first reported a position in SJI in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 293 funds tracked by Wall St. Rank hold SJI as of Q2 2022.

San Luis Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 991 South Jersey Industries, Inc. shares in Q2 2022, an estimated $26K.
San Luis Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's South Jersey Industries, Inc. position peaked at $26K in Q1 2022.
293 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.