SPC
SJI

Sigma Planning Corp’s South Jersey Industries, Inc. SJI Stock Holding History

Sigma Planning Corp’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
-5,820
Closed -$207K – 1380
2022
Q4 		$207K Buy
+5,820
New +$201K 0.01% 1119

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

Sigma Planning Corp's SJI Position: Q1 2023 in Review

Sigma Planning Corp sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 5,820 shares — an estimated $207K sold.

Sigma Planning Corp first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Sigma Planning Corp reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 5,820 South Jersey Industries, Inc. shares in Q1 2023, an estimated $207K.
  • Sigma Planning Corp first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
  • Sigma Planning Corp's South Jersey Industries, Inc. position peaked at $207K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.