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

V 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
2023
Q3 		$306K Sell
1,964
-10,871
-85% -$1.79M 0.25% 82
2023
Q2 		$2.12M Buy
12,835
+1,016
+9% +$164K 0.35% 56
2023
Q1 		$1.83M Buy
11,819
+308
+3% +$49.7K 0.34% 63
2022
Q4 		$2.03M Sell
11,511
-12,125
-51% -$2.09M 0.42% 46
2022
Q3 		$3.86M Buy
23,636
+4,710
+25% +$797K 0.77% 24
2022
Q2 		$3.36M Buy
18,926
+2,478
+15% +$442K 0.63% 24
2022
Q1 		$2.92M Buy
16,448
+1,296
+9% +$221K 0.47% 35
2021
Q4 		$2.59M Sell
15,152
-2,458
-14% -$402K 0.38% 52
2021
Q3 		$2.84M Sell
17,610
-2,113
-11% -$360K 0.44% 43
2021
Q2 		$3.25M Buy
19,723
+1,356
+7% +$224K 0.52% 34
2021
Q1 		$3.02M Buy
18,367
+83
+0.5% +$13.4K 0.55% 28
2020
Q4 		$2.88M Buy
18,284
+10,150
+125% +$1.5M 0.6% 28
2020
Q3 		$1.21M Sell
8,134
-9,710
-54% -$1.44M 0.84% 32
2020
Q2 		$2.51M Buy
17,844
+1,407
+9% +$205K 0.65% 25
2020
Q1 		$2.15M Buy
16,437
+6,053
+58% +$859K 0.67% 25
2019
Q4 		$1.34M Hold
10,384
– – 0.48% 55
2019
Q3 		$1.34M Buy
10,384
+487
+5% +$64.2K 0.48% 55
2019
Q2 		$1.36M Buy
9,897
+1,158
+13% +$160K 0.52% 57
2019
Q1 		$1.22M Buy
8,739
+410
+5% +$54.9K 0.49% 58
2018
Q4 		$1.08M Buy
8,329
+390
+5% +$54.4K 0.55% 52
2018
Q3 		$1.1M Sell
7,939
-71
-0.9% -$9.44K 0.51% 53
2018
Q2 		$1.02M Sell
8,010
-25
-0.3% -$3.12K 0.57% 50
2018
Q1 		$999K Buy
8,035
+70
+0.9% +$9.46K 0.53% 53
2017
Q4 		$1.17M Buy
7,965
+3,495
+78% +$487K 0.59% 50
2017
Q3 		$581K Sell
4,470
-91
-2% -$12.1K 0.29% 82
2017
Q2 		$604K Sell
4,561
-532
-10% -$67.9K 0.28% 78
2017
Q1 		$633K Buy
5,093
+510
+11% +$60.9K 0.39% 75
2016
Q4 		$533K Buy
4,583
+298
+7% +$34.4K 0.39% 78
2016
Q3 		$508K Buy
4,285
+409
+11% +$49.6K 0.41% 75
2016
Q2 		$468K Buy
3,876
+181
+5% +$20.6K 0.38% 81
2016
Q1 		$402K Buy
+3,695
New +$383K 0.32% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

V Wealth Advisors's JNJ Position: Q3 2023 in Review

V Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 85% in Q3 2023, selling an estimated $1.79M and leaving 1,964 shares worth $306K. The position accounts for 0.25% of the portfolio, ranked #82.

V Wealth Advisors first reported a position in JNJ in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.86M in Q3 2022. 3,678 funds tracked by Wall St. Rank hold JNJ as of Q3 2023.

  • V Wealth Advisors held 1,964 shares of Johnson & Johnson worth $306K as of Q3 2023.
  • V Wealth Advisors sold 10,871 Johnson & Johnson shares in Q3 2023, an estimated $1.79M.
  • Johnson & Johnson made up 0.25% of V Wealth Advisors's portfolio in Q3 2023, its #82 holding.
  • V Wealth Advisors first reported a position in Johnson & Johnson in Q1 2016 and has held it in 31 quarters since.
  • V Wealth Advisors's Johnson & Johnson position peaked at $3.86M in Q3 2022.
  • 3,678 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.