WealthPLAN Partners’s New Jersey Resources NJR Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-695	Closed	-$32.8K	–	842
2023 Q2	$32.8K	Hold	695	–	–	﹤0.01%	584
2023 Q1	$37K	Buy	+695	New	+$35.4K	﹤0.01%	612

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's NJR Position: Q3 2023 in Review

WealthPLAN Partners sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 695 shares — an estimated $32.8K sold.

WealthPLAN Partners first reported a position in NJR in Q1 2023 and held it in 2 quarters. The position peaked at $37K in Q1 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

WealthPLAN Partners reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 695 New Jersey Resources shares in Q3 2023, an estimated $32.8K.
WealthPLAN Partners first reported a position in New Jersey Resources in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's New Jersey Resources position peaked at $37K in Q1 2023.
320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.