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Heritage Wealth Management (Arizona)’s Johnson & Johnson JNJ Stock Holding History

Heritage Wealth Management (Arizona)’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 		$232K Buy
1,312
+640
+95% +$111K 0.03% 318
2022
Q3 		$110K Buy
672
+200
+42% +$33.8K 0.04% 314
2022
Q2 		$83.8K Buy
472
+25
+6% +$4.45K 0.03% 354
2022
Q1 		$79K Buy
+447
New +$76.1K 0.02% 400
2021
Q3 		$96K Buy
592
+1
+0.2% +$171 0.03% 349
2021
Q2 		$97K Sell
591
-73
-11% -$12.1K 0.04% 341
2021
Q1 		$109K Buy
+664
New +$107K 0.06% 237

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

Heritage Wealth Management (Arizona)'s JNJ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Johnson & Johnson (JNJ) stake by 95% in Q4 2022, buying an estimated $111K and bringing the position to 1,312 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #318.

Heritage Wealth Management (Arizona) first reported a position in JNJ in Q1 2021 and has held it in 7 quarters since. 3,789 funds tracked by Wall St. Rank hold JNJ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,312 shares of Johnson & Johnson worth $232K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 640 Johnson & Johnson shares in Q4 2022, an estimated $111K.
  • Johnson & Johnson made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #318 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Johnson & Johnson in Q1 2021 and has held it in 7 quarters since.
  • 3,789 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.