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Wealthcare Capital Management’s New Jersey Resources NJR Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-22
Closed -$1K – 465
2021
Q1 		$1K Buy
+22
New +$839 ﹤0.01% 702
2015
Q3 		– Sell
-124
Closed – – 338
2015
Q2 		$0 Hold
124
– – ﹤0.01% 706
2015
Q1 		$4K Buy
+124
New +$3.89K ﹤0.01% 698

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wealthcare Capital Management's NJR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of New Jersey Resources (NJR) in Q2 2021, closing a stake of 22 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in NJR in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 265 funds tracked by Wall St. Rank hold NJR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining New Jersey Resources position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 22 New Jersey Resources shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in New Jersey Resources in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's New Jersey Resources position peaked at $4K in Q1 2015.
  • 265 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2021.

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