Wealth Advisors of Tampa Bay’s Johnson & Johnson JNJ Stock Holding History

Wealth Advisors of Tampa Bay’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	-1,168	Closed	-$207K	–	84
2022 Q2	$207K	Buy	+1,168	New	+$208K	0.06%	92
2019 Q1	–	Sell	-33,190	Closed	-$4.28M	–	72
2018 Q4	$4.28M	Sell	33,190 -921	-3%	-$128K	3.48%	5
2018 Q3	$4.72M	Sell	34,111 -520	-2%	-$69.1K	3.31%	3
2018 Q2	$4.21M	Buy	34,631 +475	+1%	+$59.3K	3.21%	9
2018 Q1	$4.37M	Buy	34,156 +1,116	+3%	+$151K	3.16%	5
2017 Q4	$4.68M	Buy	+33,040	New	+$4.6M	3.21%	5

Other funds holding JNJ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

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

Wealth Advisors of Tampa Bay's JNJ Position: Q3 2022 in Review

Wealth Advisors of Tampa Bay sold out of Johnson & Johnson (JNJ) in Q3 2022, closing a stake of 1,168 shares — an estimated $207K sold.

Wealth Advisors of Tampa Bay first reported a position in JNJ in Q4 2017 and held it in 6 quarters. The position peaked at $4.72M in Q3 2018. 3,623 funds tracked by Wall St. Rank hold JNJ as of Q3 2022.

Wealth Advisors of Tampa Bay reported no remaining Johnson & Johnson position as of Q3 2022 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 1,168 Johnson & Johnson shares in Q3 2022, an estimated $207K.
Wealth Advisors of Tampa Bay first reported a position in Johnson & Johnson in Q4 2017 and held it in 6 quarters.
Wealth Advisors of Tampa Bay's Johnson & Johnson position peaked at $4.72M in Q3 2018.
3,623 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2022, filed 12 Oct 2022.