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

Tradition 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
Q4 		– Sell
-66
Closed -$3K – 1334
2023
Q3 		$3K Hold
66
– – ﹤0.01% 1315
2023
Q2 		$3K Buy
+66
New +$3.33K ﹤0.01% 1343

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tradition Wealth Management's NJR Position: Q4 2023 in Review

Tradition Wealth Management sold out of New Jersey Resources (NJR) in Q4 2023, closing a stake of 66 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in NJR in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 322 funds tracked by Wall St. Rank hold NJR as of Q4 2023.

  • Tradition Wealth Management reported no remaining New Jersey Resources position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 66 New Jersey Resources shares in Q4 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in New Jersey Resources in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's New Jersey Resources position peaked at $3K in Q3 2023.
  • 322 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.