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WESPAC Advisors’s Johnson & Johnson JNJ Stock Holding History

WESPAC 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 		– Sell
-1,220
Closed -$202K – 146
2023
Q2 		$202K Buy
+1,220
New +$197K 0.16% 120
2023
Q1 		– Sell
-3,607
Closed -$637K – 117
2022
Q4 		$637K Sell
3,607
-537
-13% -$92.7K 1.1% 30
2022
Q3 		$677K Sell
4,144
-581
-12% -$98.3K 0.91% 42
2022
Q2 		$839K Buy
+4,725
New +$842K 0.64% 44
2019
Q2 		– Sell
-1,974
Closed -$270K – 131
2019
Q1 		$270K Buy
+1,974
New +$264K 0.19% 99
2018
Q4 		– Sell
-1,506
Closed -$208K – 145
2018
Q3 		$208K Buy
+1,506
New +$200K 0.12% 137
2018
Q1 		– Sell
-4,075
Closed -$569K – 158
2017
Q4 		$569K Sell
4,075
-2,831
-41% -$394K 0.53% 63
2017
Q3 		$898K Buy
6,906
+287
+4% +$38K 0.59% 52
2017
Q2 		$876K Buy
6,619
+1,867
+39% +$238K 0.6% 54
2017
Q1 		$592K Buy
4,752
+2,294
+93% +$274K 0.68% 55
2016
Q4 		$283K Sell
2,458
-3,150
-56% -$364K 0.32% 89
2016
Q3 		$662K Sell
5,608
-3,191
-36% -$387K 0.75% 51
2016
Q2 		$1.07M Buy
8,799
+989
+13% +$112K 1.1% 36
2016
Q1 		$845K Buy
7,810
+5,359
+219% +$555K 1.05% 45
2015
Q4 		$252K Buy
+2,451
New +$246K 0.29% 79
2015
Q3 		– Sell
-2,657
Closed -$259K – 91
2015
Q2 		$259K Sell
2,657
-953
-26% -$95.4K 0.19% 96
2015
Q1 		$363K Buy
+3,610
New +$367K 0.28% 93
2014
Q4 		– Sell
-3,503
Closed -$373K – 141
2014
Q3 		$373K Buy
+3,503
New +$363K 0.3% 95
2014
Q2 		– Sell
-2,730
Closed -$268K – 123
2014
Q1 		$268K Hold
2,730
– – 0.23% 109
2013
Q4 		$250K Buy
+2,730
New +$252K 0.21% 118

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

WESPAC Advisors's JNJ Position: Q3 2023 in Review

WESPAC Advisors sold out of Johnson & Johnson (JNJ) in Q3 2023, closing a stake of 1,220 shares — an estimated $202K sold.

WESPAC Advisors first reported a position in JNJ in Q4 2013 and held it in 20 quarters. The position peaked at $1.07M in Q2 2016. 3,678 funds tracked by Wall St. Rank hold JNJ as of Q3 2023.

  • WESPAC Advisors reported no remaining Johnson & Johnson position as of Q3 2023 after selling out during the quarter.
  • WESPAC Advisors sold 1,220 Johnson & Johnson shares in Q3 2023, an estimated $202K.
  • WESPAC Advisors first reported a position in Johnson & Johnson in Q4 2013 and held it in 20 quarters.
  • WESPAC Advisors's Johnson & Johnson position peaked at $1.07M in Q2 2016.
  • 3,678 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2023.

Based on WESPAC Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.