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Johnson Financial Group Inc (Wisconsin)’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-147
Closed -$4.34K – 977
2023
Q3 		$4.34K Buy
+147
New +$4.57K ﹤0.01% 572

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Johnson Financial Group Inc (Wisconsin)'s PDN Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2023, closing a stake of 147 shares — an estimated $4.34K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PDN in Q3 2023 and held it in 1 quarter. The position peaked at $4.34K in Q3 2023. 97 funds tracked by Wall St. Rank hold PDN as of Q4 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 147 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2023, an estimated $4.34K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2023 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $4.34K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.