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TrueWealth LLC’s New Jersey Resources NJR Stock Holding History

TrueWealth LLC’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
Q2 		$0 Hold
2
– – ﹤0.01% 751
2020
Q1 		$0 Hold
2
– – ﹤0.01% 770
2019
Q4 		$0 Hold
2
– – ﹤0.01% 752
2019
Q3 		$0 Hold
2
– – ﹤0.01% 724
2019
Q2 		$0 Buy
+2
New +$99 ﹤0.01% 752

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TrueWealth LLC's NJR Position: Q2 2020 in Review

TrueWealth LLC held its New Jersey Resources (NJR) position steady in Q2 2020 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #751.

TrueWealth LLC first reported a position in NJR in Q2 2019 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold NJR as of Q2 2020.

  • TrueWealth LLC held 2 shares of New Jersey Resources worth $0 as of Q2 2020.
  • TrueWealth LLC left its New Jersey Resources share count unchanged in Q2 2020.
  • New Jersey Resources made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #751 holding.
  • TrueWealth LLC first reported a position in New Jersey Resources in Q2 2019 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.