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Asset Planning Corporation’s Johnson & Johnson JNJ Stock Holding History

Asset Planning Corporation’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-149
Closed -$23K – 51
2020
Q4 		$23K Buy
+149
New +$22K 0.02% 62

Other funds holding JNJ

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Asset Planning Corporation's JNJ Position: Q1 2021 in Review

Asset Planning Corporation sold out of Johnson & Johnson (JNJ) in Q1 2021, closing a stake of 149 shares — an estimated $23K sold.

Asset Planning Corporation first reported a position in JNJ in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 3,317 funds tracked by Wall St. Rank hold JNJ as of Q1 2021.

  • Asset Planning Corporation reported no remaining Johnson & Johnson position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 149 Johnson & Johnson shares in Q1 2021, an estimated $23K.
  • Asset Planning Corporation first reported a position in Johnson & Johnson in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Johnson & Johnson position peaked at $23K in Q4 2020.
  • 3,317 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.