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Wealthsimple US’s Johnson & Johnson JNJ Stock Holding History

Wealthsimple US’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
Q1 		$236K Sell
1,439
-304
-17% -$49.2K 0.14% 19
2020
Q4 		$274K Buy
1,743
+301
+21% +$44.4K 0.15% 19
2020
Q3 		$215K Sell
1,442
-936
-39% -$138K 0.14% 19
2020
Q2 		$334K Buy
2,378
+207
+10% +$30.2K 0.25% 28
2020
Q1 		$285K Sell
2,171
-70
-3% -$9.93K 0.25% 26
2019
Q4 		$327K Buy
+2,241
New +$304K 0.26% 24

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthsimple US's JNJ Position: Q1 2021 in Review

Wealthsimple US reduced its Johnson & Johnson (JNJ) stake by 17% in Q1 2021, selling an estimated $49.2K and leaving 1,439 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #19.

Wealthsimple US first reported a position in JNJ in Q4 2019 and has held it in 6 quarters since. The position peaked at $334K in Q2 2020. 3,317 funds tracked by Wall St. Rank hold JNJ as of Q1 2021.

  • Wealthsimple US held 1,439 shares of Johnson & Johnson worth $236K as of Q1 2021.
  • Wealthsimple US sold 304 Johnson & Johnson shares in Q1 2021, an estimated $49.2K.
  • Johnson & Johnson made up 0.14% of Wealthsimple US's portfolio in Q1 2021, its #19 holding.
  • Wealthsimple US first reported a position in Johnson & Johnson in Q4 2019 and has held it in 6 quarters since.
  • Wealthsimple US's Johnson & Johnson position peaked at $334K in Q2 2020.
  • 3,317 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.