Wipfli Financial Advisors’s New Jersey Resources NJR Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$26K	Buy	+660	New	+$29.4K	﹤0.01%	1447

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's NJR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in New Jersey Resources (NJR) in Q3 2022: 660 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings.

287 funds tracked by Wall St. Rank hold NJR as of Q3 2022.

Wipfli Financial Advisors held 660 shares of New Jersey Resources worth $26K as of Q3 2022.
New Jersey Resources was a new Wipfli Financial Advisors position in Q3 2022.
New Jersey Resources made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1447 holding.
287 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.