Simplex Trading
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Simplex Trading’s New Jersey Resources NJR Stock Holding History

Simplex Trading’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
2022
Q2 		– Sell
-148
Closed -$6K – 10693
2022
Q1 		$6K Hold
148
– – ﹤0.01% 9307
2021
Q4 		$6K Buy
+148
New +$5.72K ﹤0.01% 9420
2021
Q2 		– Sell
-199
Closed -$8.41K – 10476
2021
Q1 		$7K Buy
+199
New +$7.58K ﹤0.01% 8086

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Simplex Trading's NJR Position: Q2 2022 in Review

Simplex Trading sold out of New Jersey Resources (NJR) in Q2 2022, closing a stake of 148 shares — an estimated $6K sold.

Simplex Trading first reported a position in NJR in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 283 funds tracked by Wall St. Rank hold NJR as of Q2 2022.

  • Simplex Trading reported no remaining New Jersey Resources position as of Q2 2022 after selling out during the quarter.
  • Simplex Trading sold 148 New Jersey Resources shares in Q2 2022, an estimated $6K.
  • Simplex Trading first reported a position in New Jersey Resources in Q1 2021 and held it in 3 quarters.
  • Simplex Trading's New Jersey Resources position peaked at $7K in Q1 2021.
  • 283 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2022.

Based on Simplex Trading's 13F filing for Q2 2022, filed 3 Aug 2022.