SOA Wealth Advisors’s New Jersey Resources NJR Stock Holding History

SOA Wealth 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
2024 Q4	–	Sell	-900	Closed	-$42.5K	–	891
2024 Q3	$42.5K	Hold	900	–	–	0.01%	345
2024 Q2	$38.5K	Sell	900 -200	-18%	-$8.63K	0.01%	341
2024 Q1	$47.2K	Hold	1,100	–	–	0.01%	314
2023 Q4	$49K	Hold	1,100	–	–	0.01%	296
2023 Q3	$44.7K	Hold	1,100	–	–	0.01%	297
2023 Q2	$51.9K	Hold	1,100	–	–	0.01%	288
2023 Q1	$58.5K	Hold	1,100	–	–	0.01%	269
2022 Q4	$54.6K	Hold	1,100	–	–	0.01%	273
2022 Q3	$42K	Hold	1,100	–	–	0.01%	290
2022 Q2	$48K	Hold	1,100	–	–	0.01%	269
2022 Q1	$50K	Hold	1,100	–	–	0.01%	314
2021 Q4	$45K	Hold	1,100	–	–	0.01%	309
2021 Q3	$38K	Hold	1,100	–	–	0.01%	345
2021 Q2	$43K	Hold	1,100	–	–	0.01%	323
2021 Q1	$43K	Hold	1,100	–	–	0.01%	290
2020 Q4	$41K	Buy	+1,100	New	+$35.8K	0.01%	290

Other funds holding NJR

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SOA Wealth Advisors's NJR Position: Q4 2024 in Review

SOA Wealth Advisors sold out of New Jersey Resources (NJR) in Q4 2024, closing a stake of 900 shares — an estimated $42.5K sold.

SOA Wealth Advisors first reported a position in NJR in Q4 2020 and held it in 16 quarters. The position peaked at $58.5K in Q1 2023. 393 funds tracked by Wall St. Rank hold NJR as of Q4 2024.

SOA Wealth Advisors reported no remaining New Jersey Resources position as of Q4 2024 after selling out during the quarter.
SOA Wealth Advisors sold 900 New Jersey Resources shares in Q4 2024, an estimated $42.5K.
SOA Wealth Advisors first reported a position in New Jersey Resources in Q4 2020 and held it in 16 quarters.
SOA Wealth Advisors's New Jersey Resources position peaked at $58.5K in Q1 2023.
393 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.