Wealthcare Advisory Partners’s South Jersey Industries, Inc. SJI Stock Holding History

Wealthcare Advisory Partners’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,170	Closed	-$26K	–	2027
2021 Q1	$26K	Buy	+1,170	New	+$27.7K	﹤0.01%	1113
2020 Q2	–	Sell	-360	Closed	-$9K	–	1465
2020 Q1	$9K	Hold	360	–	–	﹤0.01%	963
2019 Q4	$12K	Buy	360 +3	+0.8%	+$95	﹤0.01%	900
2019 Q3	$12K	Buy	357 +2	+0.6%	+$65	﹤0.01%	888
2019 Q2	$12K	Buy	355 +1	+0.3%	+$32	﹤0.01%	871
2019 Q1	$11K	Sell	354 -200	-36%	-$6.05K	﹤0.01%	802
2018 Q4	$15K	Buy	554 +4	+0.7%	+$127	﹤0.01%	709
2018 Q3	$19K	Buy	550 +1	+0.2%	+$34	﹤0.01%	698
2018 Q2	$18K	Buy	549 +2	+0.4%	+$63	﹤0.01%	706
2018 Q1	$15K	Hold	547	–	–	﹤0.01%	654
2017 Q4	$17K	Hold	547	–	–	﹤0.01%	574
2017 Q3	$19K	Buy	+547	New	+$19K	0.01%	444

Other funds holding SJI

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wealthcare Advisory Partners's SJI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of South Jersey Industries, Inc. (SJI) in Q2 2021, closing a stake of 1,170 shares — an estimated $26K sold.

Wealthcare Advisory Partners first reported a position in SJI in Q3 2017 and held it in 12 quarters. The position peaked at $26K in Q1 2021. 218 funds tracked by Wall St. Rank hold SJI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining South Jersey Industries, Inc. position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,170 South Jersey Industries, Inc. shares in Q2 2021, an estimated $26K.
Wealthcare Advisory Partners first reported a position in South Jersey Industries, Inc. in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's South Jersey Industries, Inc. position peaked at $26K in Q1 2021.
218 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.