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TFO Wealth Partners’s New Jersey Resources NJR Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$43 – 522
2024
Q1 		$43 Hold
1
– – ﹤0.01% 730
2023
Q4 		$45 Hold
1
– – ﹤0.01% 874
2023
Q3 		$47 Hold
1
– – ﹤0.01% 1050
2023
Q2 		$47 Hold
1
– – ﹤0.01% 766
2023
Q1 		$53 Hold
1
– – ﹤0.01% 741
2022
Q4 		$42 Buy
+1
New +$46 ﹤0.01% 873

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TFO Wealth Partners's NJR Position: Q2 2024 in Review

TFO Wealth Partners sold out of New Jersey Resources (NJR) in Q2 2024, closing a stake of 1 share — an estimated $43 sold.

TFO Wealth Partners first reported a position in NJR in Q4 2022 and held it in 6 quarters. The position peaked at $53 in Q1 2023. 332 funds tracked by Wall St. Rank hold NJR as of Q2 2024.

  • TFO Wealth Partners reported no remaining New Jersey Resources position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 New Jersey Resources share in Q2 2024, an estimated $43.
  • TFO Wealth Partners first reported a position in New Jersey Resources in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's New Jersey Resources position peaked at $53 in Q1 2023.
  • 332 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.