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Cardinal Point Wealth Management Partners’s Johnson & Johnson JNJ Stock Holding History

Cardinal Point Wealth Management Partners’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
Q1 		– Sell
-1,337
Closed -$236K – 82
2022
Q4 		$236K Buy
+1,337
New +$231K 0.08% 63

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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cardinal Point Wealth Management Partners's JNJ Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners sold out of Johnson & Johnson (JNJ) in Q1 2023, closing a stake of 1,337 shares — an estimated $236K sold.

Cardinal Point Wealth Management Partners first reported a position in JNJ in Q4 2022 and held it in 1 quarter. The position peaked at $236K in Q4 2022. 3,728 funds tracked by Wall St. Rank hold JNJ as of Q1 2023.

  • Cardinal Point Wealth Management Partners reported no remaining Johnson & Johnson position as of Q1 2023 after selling out during the quarter.
  • Cardinal Point Wealth Management Partners sold 1,337 Johnson & Johnson shares in Q1 2023, an estimated $236K.
  • Cardinal Point Wealth Management Partners first reported a position in Johnson & Johnson in Q4 2022 and held it in 1 quarter.
  • Cardinal Point Wealth Management Partners's Johnson & Johnson position peaked at $236K in Q4 2022.
  • 3,728 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.