Soundmark Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Soundmark 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
2022 Q3	–	Sell	-1,324	Closed	-$235K	–	59
2022 Q2	$235K	Buy	1,324 +36	+3%	+$6.41K	0.17%	52
2022 Q1	$228K	Buy	+1,288	New	+$219K	0.16%	53
2021 Q4	–	Sell	-1,633	Closed	-$264K	–	66
2021 Q3	$264K	Sell	1,633 -331	-17%	-$56.5K	0.1%	63
2021 Q2	$322K	Sell	1,964 -38	-2%	-$6.29K	0.13%	49
2021 Q1	$329K	Buy	2,002 +69	+4%	+$11.2K	0.18%	50
2020 Q4	$304K	Buy	+1,933	New	+$285K	0.19%	52

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Soundmark Wealth Management's JNJ Position: Q3 2022 in Review

Soundmark Wealth Management sold out of Johnson & Johnson (JNJ) in Q3 2022, closing a stake of 1,324 shares — an estimated $235K sold.

Soundmark Wealth Management first reported a position in JNJ in Q4 2020 and held it in 6 quarters. The position peaked at $329K in Q1 2021. 3,623 funds tracked by Wall St. Rank hold JNJ as of Q3 2022.

Soundmark Wealth Management reported no remaining Johnson & Johnson position as of Q3 2022 after selling out during the quarter.
Soundmark Wealth Management sold 1,324 Johnson & Johnson shares in Q3 2022, an estimated $235K.
Soundmark Wealth Management first reported a position in Johnson & Johnson in Q4 2020 and held it in 6 quarters.
Soundmark Wealth Management's Johnson & Johnson position peaked at $329K in Q1 2021.
3,623 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2022.

Based on Soundmark Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.