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BDO Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$2.81M Buy
16,998
+576
+4% +$93K 0.32% 68
2023
Q1 		$2.55M Sell
16,422
-1,527
-9% -$247K 0.31% 71
2022
Q4 		$3.17M Buy
17,949
+348
+2% +$60.1K 0.39% 48
2022
Q3 		$2.88M Sell
17,601
-111
-0.6% -$18.8K 0.38% 55
2022
Q2 		$3.14M Buy
17,712
+833
+5% +$148K 0.39% 47
2022
Q1 		$2.99M Sell
16,879
-204
-1% -$34.7K 0.32% 64
2021
Q4 		$2.92M Sell
17,083
-539
-3% -$88.2K 0.31% 61
2021
Q3 		$2.85M Buy
17,622
+341
+2% +$58.2K 0.31% 60
2021
Q2 		$2.85M Sell
17,281
-74
-0.4% -$12.3K 0.32% 56
2021
Q1 		$2.85M Buy
17,355
+4,587
+36% +$742K 0.34% 55
2020
Q4 		$2.01M Buy
12,768
+141
+1% +$20.8K 0.28% 65
2020
Q3 		$1.88M Sell
12,627
-121
-0.9% -$17.9K 0.31% 62
2020
Q2 		$1.79M Sell
12,748
-266
-2% -$38.8K 0.32% 62
2020
Q1 		$1.71M Buy
13,014
+4,291
+49% +$609K 0.35% 60
2019
Q4 		$1.27M Sell
8,723
-585
-6% -$79.3K 0.33% 62
2019
Q3 		$1.2M Sell
9,308
-1
-0% -$132 0.31% 64
2019
Q2 		$1.3M Buy
9,309
+1,438
+18% +$199K 0.35% 62
2019
Q1 		$1.1M Buy
7,871
+730
+10% +$97.8K 0.32% 65
2018
Q4 		$922K Buy
7,141
+2
+0% +$279 0.32% 68
2018
Q3 		$986K Buy
7,139
+1,891
+36% +$251K 0.32% 63
2018
Q2 		$637K Buy
5,248
+1,803
+52% +$225K 0.22% 87
2018
Q1 		$441K Buy
3,445
+862
+33% +$117K 0.17% 91
2017
Q4 		$361K Buy
2,583
+750
+41% +$104K 0.16% 94
2017
Q3 		$238K Sell
1,833
-603
-25% -$79.9K 0.12% 94
2017
Q2 		$322K Buy
+2,436
New +$311K 0.14% 104

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's JNJ Position: Q2 2023 in Review

BDO Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 3.5% in Q2 2023, buying an estimated $93K and bringing the position to 16,998 shares worth $2.81M. The position accounts for 0.32% of the portfolio, ranked #68.

BDO Wealth Advisors first reported a position in JNJ in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.17M in Q4 2022. 3,751 funds tracked by Wall St. Rank hold JNJ as of Q2 2023.

  • BDO Wealth Advisors held 16,998 shares of Johnson & Johnson worth $2.81M as of Q2 2023.
  • BDO Wealth Advisors bought 576 Johnson & Johnson shares in Q2 2023, an estimated $93K.
  • Johnson & Johnson made up 0.32% of BDO Wealth Advisors's portfolio in Q2 2023, its #68 holding.
  • BDO Wealth Advisors first reported a position in Johnson & Johnson in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Johnson & Johnson position peaked at $3.17M in Q4 2022.
  • 3,751 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.