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

Independence 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
2019
Q3 		– Sell
-2,280
Closed -$318K – 26
2019
Q2 		$318K Buy
+2,280
New +$316K 0.31% 22

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Independence Wealth Advisors's JNJ Position: Q3 2019 in Review

Independence Wealth Advisors sold out of Johnson & Johnson (JNJ) in Q3 2019, closing a stake of 2,280 shares — an estimated $318K sold.

Independence Wealth Advisors first reported a position in JNJ in Q2 2019 and held it in 1 quarter. The position peaked at $318K in Q2 2019. 2,724 funds tracked by Wall St. Rank hold JNJ as of Q3 2019.

  • Independence Wealth Advisors reported no remaining Johnson & Johnson position as of Q3 2019 after selling out during the quarter.
  • Independence Wealth Advisors sold 2,280 Johnson & Johnson shares in Q3 2019, an estimated $318K.
  • Independence Wealth Advisors first reported a position in Johnson & Johnson in Q2 2019 and held it in 1 quarter.
  • Independence Wealth Advisors's Johnson & Johnson position peaked at $318K in Q2 2019.
  • 2,724 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2019.

Based on Independence Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.