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

Sutton 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
2023 Q1	–	Sell	-12	Closed	-$595	–	1292
2022 Q4	$595	Hold	12	–	–	﹤0.01%	1454
2022 Q3	$464	Hold	12	–	–	﹤0.01%	1478
2022 Q2	$534	Hold	12	–	–	﹤0.01%	1440
2022 Q1	$550	Hold	12	–	–	﹤0.01%	1471
2021 Q4	$493	Buy	+12	New	+$464	﹤0.01%	1529

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sutton Wealth Advisors's NJR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of New Jersey Resources (NJR) in Q1 2023, closing a stake of 12 shares — an estimated $595 sold.

Sutton Wealth Advisors first reported a position in NJR in Q4 2021 and held it in 5 quarters. The position peaked at $595 in Q4 2022. 321 funds tracked by Wall St. Rank hold NJR as of Q1 2023.

Sutton Wealth Advisors reported no remaining New Jersey Resources position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 12 New Jersey Resources shares in Q1 2023, an estimated $595.
Sutton Wealth Advisors first reported a position in New Jersey Resources in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's New Jersey Resources position peaked at $595 in Q4 2022.
321 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.