Walled Lake Planning & Wealth Management’s New Jersey Resources NJR Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-570	Closed	-$20K	–	240
2021 Q3	$20K	Hold	570	–	–	0.01%	218
2021 Q2	$23K	Hold	570	–	–	0.02%	197
2021 Q1	$23K	Hold	570	–	–	0.02%	187
2020 Q4	$20K	Hold	570	–	–	0.02%	178
2020 Q3	$15K	Hold	570	–	–	0.01%	191
2020 Q2	$19K	Hold	570	–	–	0.02%	157
2020 Q1	$19K	Hold	570	–	–	0.02%	146
2019 Q4	$25K	Buy	+570	New	+$24.6K	0.02%	150

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Walled Lake Planning & Wealth Management's NJR Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of New Jersey Resources (NJR) in Q4 2021, closing a stake of 570 shares — an estimated $20K sold.

Walled Lake Planning & Wealth Management first reported a position in NJR in Q4 2019 and held it in 8 quarters. The position peaked at $25K in Q4 2019. 279 funds tracked by Wall St. Rank hold NJR as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining New Jersey Resources position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 570 New Jersey Resources shares in Q4 2021, an estimated $20K.
Walled Lake Planning & Wealth Management first reported a position in New Jersey Resources in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's New Jersey Resources position peaked at $25K in Q4 2019.
279 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.