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

Evolution 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
2021 Q4	–	Sell	-779	Closed	-$126K	–	398
2021 Q3	$126K	Buy	779 +58	+8%	+$9.89K	0.03%	137
2021 Q2	$119K	Sell	721 -208	-22%	-$34.4K	0.02%	153
2021 Q1	$153K	Buy	929 +171	+23%	+$27.7K	0.03%	121
2020 Q4	$119K	Sell	758 -1,097	-59%	-$162K	0.03%	128
2020 Q3	$276K	Buy	1,855 +1,007	+119%	+$149K	0.08%	85
2020 Q2	$119K	Buy	848 +306	+56%	+$44.6K	0.04%	103
2020 Q1	$71K	Sell	542 -268	-33%	-$38K	0.03%	101
2019 Q4	$118K	Buy	+810	New	+$110K	0.03%	97
2019 Q3	–	Sell	-911	Closed	-$127K	–	542
2019 Q2	$127K	Buy	911 +601	+194%	+$83.2K	0.05%	54
2019 Q1	$43K	Hold	310	–	–	0.02%	81
2018 Q4	$40K	Buy	+310	New	+$43.2K	0.02%	101

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's JNJ Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Johnson & Johnson (JNJ) in Q4 2021, closing a stake of 779 shares — an estimated $126K sold.

Evolution Wealth Advisors first reported a position in JNJ in Q4 2018 and held it in 11 quarters. The position peaked at $276K in Q3 2020. 3,644 funds tracked by Wall St. Rank hold JNJ as of Q4 2021.

Evolution Wealth Advisors reported no remaining Johnson & Johnson position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 779 Johnson & Johnson shares in Q4 2021, an estimated $126K.
Evolution Wealth Advisors first reported a position in Johnson & Johnson in Q4 2018 and held it in 11 quarters.
Evolution Wealth Advisors's Johnson & Johnson position peaked at $276K in Q3 2020.
3,644 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.