TCWP’s New Jersey Resources NJR Stock Holding History

TCWP’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
2022 Q2	–	Sell	-261	Closed	-$11K	–	1214
2022 Q1	$11K	Buy	+261	New	+$10.9K	﹤0.01%	858

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCWP's NJR Position: Q2 2022 in Review

TCWP sold out of New Jersey Resources (NJR) in Q2 2022, closing a stake of 261 shares — an estimated $11K sold.

TCWP first reported a position in NJR in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 283 funds tracked by Wall St. Rank hold NJR as of Q2 2022.

TCWP reported no remaining New Jersey Resources position as of Q2 2022 after selling out during the quarter.
TCWP sold 261 New Jersey Resources shares in Q2 2022, an estimated $11K.
TCWP first reported a position in New Jersey Resources in Q1 2022 and held it in 1 quarter.
TCWP's New Jersey Resources position peaked at $11K in Q1 2022.
283 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.