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Oak Point Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$18K Sell
145
-3,179
-96% -$430K 0.02% 135
2017
Q4 		$469K Buy
+3,324
New +$463K 0.46% 61

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Oak Point Wealth Management's JNJ Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Johnson & Johnson (JNJ) stake by 96% in Q1 2018, selling an estimated $430K and leaving 145 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #135.

Oak Point Wealth Management first reported a position in JNJ in Q4 2017 and has held it in 2 quarters since. The position peaked at $469K in Q4 2017. 2,598 funds tracked by Wall St. Rank hold JNJ as of Q1 2018.

  • Oak Point Wealth Management held 145 shares of Johnson & Johnson worth $18K as of Q1 2018.
  • Oak Point Wealth Management sold 3,179 Johnson & Johnson shares in Q1 2018, an estimated $430K.
  • Johnson & Johnson made up 0.02% of Oak Point Wealth Management's portfolio in Q1 2018, its #135 holding.
  • Oak Point Wealth Management first reported a position in Johnson & Johnson in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Johnson & Johnson position peaked at $469K in Q4 2017.
  • 2,598 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.