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Tobias Financial Advisors’s New Jersey Resources NJR Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-450
Closed -$20K – 197
2019
Q4 		$20K Buy
+450
New +$19.4K 0.01% 146

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tobias Financial Advisors's NJR Position: Q1 2020 in Review

Tobias Financial Advisors sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 450 shares — an estimated $20K sold.

Tobias Financial Advisors first reported a position in NJR in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

  • Tobias Financial Advisors reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 450 New Jersey Resources shares in Q1 2020, an estimated $20K.
  • Tobias Financial Advisors first reported a position in New Jersey Resources in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's New Jersey Resources position peaked at $20K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.