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West Tower Group’s New Jersey Resources NJR Stock Holding History

West Tower Group’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
2024
Q1 		– Sell
-70
Closed -$3.12K – 373
2023
Q4 		$3.12K Buy
+70
New +$2.98K 0.01% 471
2023
Q3 		– Sell
-1,169
Closed -$55.2K – 746
2023
Q2 		$55.2K Buy
+1,169
New +$58.9K 0.04% 189

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

West Tower Group's NJR Position: Q1 2024 in Review

West Tower Group sold out of New Jersey Resources (NJR) in Q1 2024, closing a stake of 70 shares — an estimated $3.12K sold.

West Tower Group first reported a position in NJR in Q2 2023 and held it in 2 quarters. The position peaked at $55.2K in Q2 2023. 336 funds tracked by Wall St. Rank hold NJR as of Q1 2024.

  • West Tower Group reported no remaining New Jersey Resources position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 70 New Jersey Resources shares in Q1 2024, an estimated $3.12K.
  • West Tower Group first reported a position in New Jersey Resources in Q2 2023 and held it in 2 quarters.
  • West Tower Group's New Jersey Resources position peaked at $55.2K in Q2 2023.
  • 336 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.