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Simplicity Wealth’s New Jersey Resources NJR Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-5,686
Closed -$243K – 963
2024
Q2 		$243K Sell
5,686
-47
-0.8% -$2.03K 0.01% 1028
2024
Q1 		$246K Buy
+5,733
New +$242K 0.01% 992

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Simplicity Wealth's NJR Position: Q3 2024 in Review

Simplicity Wealth sold out of New Jersey Resources (NJR) in Q3 2024, closing a stake of 5,686 shares — an estimated $243K sold.

Simplicity Wealth first reported a position in NJR in Q1 2024 and held it in 2 quarters. The position peaked at $246K in Q1 2024. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

  • Simplicity Wealth reported no remaining New Jersey Resources position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,686 New Jersey Resources shares in Q3 2024, an estimated $243K.
  • Simplicity Wealth first reported a position in New Jersey Resources in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's New Jersey Resources position peaked at $246K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.