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Johanson Financial Advisors’s Philip Morris PM Stock Holding History

Johanson Financial Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,525
Closed -$130K – 203
2019
Q4 		$130K Buy
+1,525
New +$126K 0.06% 124

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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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Johanson Financial Advisors sold out of Philip Morris (PM) in Q1 2020, closing a stake of 1,525 shares — an estimated $130K sold.

Johanson Financial Advisors first reported a position in PM in Q4 2019 and held it in 1 quarter. The position peaked at $130K in Q4 2019. 1,681 funds tracked by Wall St. Rank hold PM as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 1,525 Philip Morris shares in Q1 2020, an estimated $130K.
  • Johanson Financial Advisors first reported a position in Philip Morris in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Philip Morris position peaked at $130K in Q4 2019.
  • 1,681 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

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