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Wealthstreet Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Wealthstreet Investment 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
Q2 		– Sell
-83,337
Closed -$13.7M – 215
2021
Q1 		$13.7M Sell
83,337
-1,800
-2% -$291K 1.34% 18
2020
Q4 		$13.4M Sell
85,137
-655
-0.8% -$96.7K 1.36% 18
2020
Q3 		$12.8M Buy
85,792
+500
+0.6% +$74K 1.43% 18
2020
Q2 		$12M Buy
85,292
+338
+0.4% +$49.3K 1.47% 16
2020
Q1 		$11.1M Buy
84,954
+497
+0.6% +$70.5K 1.65% 15
2019
Q4 		$12.3M Sell
84,457
-317
-0.4% -$43K 1.44% 18
2019
Q3 		$10.9M Sell
84,774
-3,955
-4% -$521K 1.4% 19
2019
Q2 		$12.4M Buy
88,729
+1,327
+2% +$184K 1.6% 15
2019
Q1 		$12.2M Sell
87,402
-1,840
-2% -$246K 1.61% 12
2018
Q4 		$11.5M Buy
89,242
+276
+0.3% +$38.5K 1.62% 12
2018
Q3 		$12.3M Sell
88,966
-445
-0.5% -$59.1K 1.52% 13
2018
Q2 		$10.8M Buy
89,411
+445
+0.5% +$55.5K 1.43% 16
2018
Q1 		$11.4M Buy
88,966
+3,466
+4% +$468K 1.43% 14
2017
Q4 		$11.9M Buy
+85,500
New +$11.9M 1.45% 12

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthstreet Investment Advisors's JNJ Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Johnson & Johnson (JNJ) in Q2 2021, closing a stake of 83,337 shares — an estimated $13.7M sold.

Wealthstreet Investment Advisors first reported a position in JNJ in Q4 2017 and held it in 14 quarters. The position peaked at $13.7M in Q1 2021. 3,326 funds tracked by Wall St. Rank hold JNJ as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Johnson & Johnson position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 83,337 Johnson & Johnson shares in Q2 2021, an estimated $13.7M.
  • Wealthstreet Investment Advisors first reported a position in Johnson & Johnson in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Johnson & Johnson position peaked at $13.7M in Q1 2021.
  • 3,326 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.