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Spire Wealth Management’s New Jersey Resources NJR Stock Holding History

Spire Wealth Management’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
2023
Q1 		– Sell
-36
Closed -$2K – 2552
2022
Q4 		$2K Buy
+36
New +$1.64K ﹤0.01% 2072

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Spire Wealth Management's NJR Position: Q1 2023 in Review

Spire Wealth Management sold out of New Jersey Resources (NJR) in Q1 2023, closing a stake of 36 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in NJR in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 321 funds tracked by Wall St. Rank hold NJR as of Q1 2023.

  • Spire Wealth Management reported no remaining New Jersey Resources position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 36 New Jersey Resources shares in Q1 2023, an estimated $2K.
  • Spire Wealth Management first reported a position in New Jersey Resources in Q4 2022 and held it in 1 quarter.
  • Spire Wealth Management's New Jersey Resources position peaked at $2K in Q4 2022.
  • 321 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.