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Caliber Wealth Management (Utah)’s Johnson & Johnson JNJ Stock Holding History

Caliber Wealth Management (Utah)’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 		– Sell
-11,674
Closed -$1.81M – 58
2023
Q1 		$1.81M Buy
11,674
+281
+2% +$45.4K 1.35% 35
2022
Q4 		$2.01M Buy
+11,393
New +$1.97M 1.54% 21

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

Caliber Wealth Management (Utah)'s JNJ Position: Q2 2023 in Review

Caliber Wealth Management (Utah) sold out of Johnson & Johnson (JNJ) in Q2 2023, closing a stake of 11,674 shares — an estimated $1.81M sold.

Caliber Wealth Management (Utah) first reported a position in JNJ in Q4 2022 and held it in 2 quarters. The position peaked at $2.01M in Q4 2022. 3,751 funds tracked by Wall St. Rank hold JNJ as of Q2 2023.

  • Caliber Wealth Management (Utah) reported no remaining Johnson & Johnson position as of Q2 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 11,674 Johnson & Johnson shares in Q2 2023, an estimated $1.81M.
  • Caliber Wealth Management (Utah) first reported a position in Johnson & Johnson in Q4 2022 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s Johnson & Johnson position peaked at $2.01M in Q4 2022.
  • 3,751 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2023, filed 27 Jul 2023.