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Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

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
2021
Q4 		– Sell
-2,500
Closed -$41K – 86
2021
Q3 		$41K Hold
2,500
– – 0.02% 84
2021
Q2 		$70K Sell
2,500
-1,700
-40% -$281K 0.03% 87
2021
Q1 		$104K Hold
4,200
– – 0.04% 80
2020
Q4 		$86K Buy
+4,200
New +$620K 0.04% 72

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

Wealth Advisors's JNJ Position: Q3 2023 in Review

Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 0.08% in Q3 2023, buying an estimated $2.64K and bringing the position to 19,791 shares worth $3.08M. The position accounts for 1.38% of the portfolio, ranked #15.

Wealth Advisors first reported a position in JNJ in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.98M in Q2 2021. 3,678 funds tracked by Wall St. Rank hold JNJ as of Q3 2023.

  • Wealth Advisors held 19,791 shares of Johnson & Johnson worth $3.08M as of Q3 2023.
  • Wealth Advisors bought 16 Johnson & Johnson shares in Q3 2023, an estimated $2.64K.
  • Johnson & Johnson made up 1.38% of Wealth Advisors's portfolio in Q3 2023, its #15 holding.
  • Wealth Advisors first reported a position in Johnson & Johnson in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisors's Johnson & Johnson position peaked at $3.98M in Q2 2021.
  • 3,678 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.