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

Personal 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
2021
Q3 		– Sell
-809
Closed -$133K – 240
2021
Q2 		$133K Buy
+809
New +$134K 0.05% 101
2020
Q1 		– Sell
-414
Closed -$60K – 331
2019
Q4 		$60K Sell
414
-156
-27% -$21.2K 0.03% 137
2019
Q3 		$74K Buy
570
+48
+9% +$6.32K 0.03% 127
2019
Q2 		$73K Buy
+522
New +$72.3K 0.03% 108

Other funds holding JNJ

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Personal Wealth Partners's JNJ Position: Q3 2021 in Review

Personal Wealth Partners sold out of Johnson & Johnson (JNJ) in Q3 2021, closing a stake of 809 shares — an estimated $133K sold.

Personal Wealth Partners first reported a position in JNJ in Q2 2019 and held it in 4 quarters. The position peaked at $133K in Q2 2021. 3,312 funds tracked by Wall St. Rank hold JNJ as of Q3 2021.

  • Personal Wealth Partners reported no remaining Johnson & Johnson position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 809 Johnson & Johnson shares in Q3 2021, an estimated $133K.
  • Personal Wealth Partners first reported a position in Johnson & Johnson in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Johnson & Johnson position peaked at $133K in Q2 2021.
  • 3,312 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.