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Venture Visionary Partners’s New Jersey Resources NJR Stock Holding History

Venture Visionary 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
2022
Q3 		– Sell
-627
Closed -$27.9K – 1173
2022
Q2 		$27.9K Buy
+627
New +$28.2K ﹤0.01% 948

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Venture Visionary Partners's NJR Position: Q3 2022 in Review

Venture Visionary Partners sold out of New Jersey Resources (NJR) in Q3 2022, closing a stake of 627 shares — an estimated $27.9K sold.

Venture Visionary Partners first reported a position in NJR in Q2 2022 and held it in 1 quarter. The position peaked at $27.9K in Q2 2022. 287 funds tracked by Wall St. Rank hold NJR as of Q3 2022.

  • Venture Visionary Partners reported no remaining New Jersey Resources position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 627 New Jersey Resources shares in Q3 2022, an estimated $27.9K.
  • Venture Visionary Partners first reported a position in New Jersey Resources in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's New Jersey Resources position peaked at $27.9K in Q2 2022.
  • 287 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.