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Axim Planning & Wealth’s Johnson & Johnson JNJ Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-418
Closed -$68K – 109
2022
Q3 		$68K Buy
418
+100
+31% +$16.9K 0.07% 39
2022
Q2 		$56K Buy
+318
New +$56.7K 0.04% 42

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axim Planning & Wealth's JNJ Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Johnson & Johnson (JNJ) in Q4 2022, closing a stake of 418 shares — an estimated $68K sold.

Axim Planning & Wealth first reported a position in JNJ in Q2 2022 and held it in 2 quarters. The position peaked at $68K in Q3 2022. 3,789 funds tracked by Wall St. Rank hold JNJ as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Johnson & Johnson position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 418 Johnson & Johnson shares in Q4 2022, an estimated $68K.
  • Axim Planning & Wealth first reported a position in Johnson & Johnson in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Johnson & Johnson position peaked at $68K in Q3 2022.
  • 3,789 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.