SFS
NJR icon

Sowell Financial Services’s New Jersey Resources NJR Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-174
Closed -$7K – 1954
2021
Q1 		$7K Buy
174
+3
+2% +$114 ﹤0.01% 2472
2020
Q4 		$6K Buy
171
+7
+4% +$228 ﹤0.01% 2217
2020
Q3 		$4K Buy
164
+2
+1% +$61 ﹤0.01% 2065
2020
Q2 		$5K Sell
162
-117
-42% -$3.88K ﹤0.01% 1904
2020
Q1 		$9K Sell
279
-287
-51% -$11.2K ﹤0.01% 1640
2019
Q4 		$25K Sell
566
-594
-51% -$25.7K ﹤0.01% 1357
2019
Q3 		$52K Buy
+1,160
New +$54.4K ﹤0.01% 985
2017
Q1 		– Sell
-1,027
Closed -$39K – 466
2016
Q4 		$39K Buy
+1,027
New +$34.9K 0.01% 362

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's NJR Position: Q2 2021 in Review

Sowell Financial Services sold out of New Jersey Resources (NJR) in Q2 2021, closing a stake of 174 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in NJR in Q4 2016 and held it in 8 quarters. The position peaked at $52K in Q3 2019. 265 funds tracked by Wall St. Rank hold NJR as of Q2 2021.

  • Sowell Financial Services reported no remaining New Jersey Resources position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 174 New Jersey Resources shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in New Jersey Resources in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's New Jersey Resources position peaked at $52K in Q3 2019.
  • 265 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.