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Johanson Financial Advisors’s Packaging Corp of America PKG Stock Holding History

Johanson Financial Advisors’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-581
Closed -$65.1K – 202
2019
Q4 		$65.1K Buy
+581
New +$64.1K 0.03% 155

Other funds holding PKG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Johanson Financial Advisors sold out of Packaging Corp of America (PKG) in Q1 2020, closing a stake of 581 shares — an estimated $65.1K sold.

Johanson Financial Advisors first reported a position in PKG in Q4 2019 and held it in 1 quarter. The position peaked at $65.1K in Q4 2019. 527 funds tracked by Wall St. Rank hold PKG as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Packaging Corp of America position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 581 Packaging Corp of America shares in Q1 2020, an estimated $65.1K.
  • Johanson Financial Advisors first reported a position in Packaging Corp of America in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Packaging Corp of America position peaked at $65.1K in Q4 2019.
  • 527 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2020.

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