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Johanson Financial Advisors’s Principal Financial Group PFG Stock Holding History

Johanson Financial Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-475
Closed -$26.1K – 201
2019
Q4 		$26.1K Buy
+475
New +$26K 0.01% 208

Other funds holding PFG

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Johanson Financial Advisors's PFG Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 475 shares — an estimated $26.1K sold.

Johanson Financial Advisors first reported a position in PFG in Q4 2019 and held it in 1 quarter. The position peaked at $26.1K in Q4 2019. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 475 Principal Financial Group shares in Q1 2020, an estimated $26.1K.
  • Johanson Financial Advisors first reported a position in Principal Financial Group in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Principal Financial Group position peaked at $26.1K in Q4 2019.
  • 565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.