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Keystone Wealth Partners’s Johnson & Johnson JNJ Stock Holding History

Keystone Wealth 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
2022
Q1 		$264K Sell
1,489
-566
-28% -$96.3K 0.12% 21
2021
Q4 		$352K Buy
2,055
+330
+19% +$54K 0.16% 26
2021
Q3 		$279K Buy
1,725
+175
+11% +$29.9K 0.15% 20
2021
Q2 		$255K Sell
1,550
-64
-4% -$10.6K 0.15% 21
2021
Q1 		$265K Buy
1,614
+125
+8% +$20.2K 0.18% 20
2020
Q4 		$234K Buy
+1,489
New +$220K 0.19% 24

Other funds holding JNJ

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Keystone Wealth Partners's JNJ Position: Q1 2022 in Review

Keystone Wealth Partners reduced its Johnson & Johnson (JNJ) stake by 28% in Q1 2022, selling an estimated $96.3K and leaving 1,489 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #21.

Keystone Wealth Partners first reported a position in JNJ in Q4 2020 and has held it in 6 quarters since. The position peaked at $352K in Q4 2021. 3,676 funds tracked by Wall St. Rank hold JNJ as of Q1 2022.

  • Keystone Wealth Partners held 1,489 shares of Johnson & Johnson worth $264K as of Q1 2022.
  • Keystone Wealth Partners sold 566 Johnson & Johnson shares in Q1 2022, an estimated $96.3K.
  • Johnson & Johnson made up 0.12% of Keystone Wealth Partners's portfolio in Q1 2022, its #21 holding.
  • Keystone Wealth Partners first reported a position in Johnson & Johnson in Q4 2020 and has held it in 6 quarters since.
  • Keystone Wealth Partners's Johnson & Johnson position peaked at $352K in Q4 2021.
  • 3,676 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.