VFA
NJR icon

Values First Advisors’s New Jersey Resources NJR Stock Holding History

Values First 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
2023
Q2 		– Sell
-60
Closed -$3.19K – 275
2023
Q1 		$3.19K Buy
+60
New +$3.06K ﹤0.01% 265

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Values First Advisors's NJR Position: Q2 2023 in Review

Values First Advisors sold out of New Jersey Resources (NJR) in Q2 2023, closing a stake of 60 shares — an estimated $3.19K sold.

Values First Advisors first reported a position in NJR in Q1 2023 and held it in 1 quarter. The position peaked at $3.19K in Q1 2023. 342 funds tracked by Wall St. Rank hold NJR as of Q2 2023.

  • Values First Advisors reported no remaining New Jersey Resources position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 60 New Jersey Resources shares in Q2 2023, an estimated $3.19K.
  • Values First Advisors first reported a position in New Jersey Resources in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's New Jersey Resources position peaked at $3.19K in Q1 2023.
  • 342 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.