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Abich Financial Wealth Management’s Packaging Corp of America PKG Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		$99.5K Sell
462
-113
-20% -$22.5K 0.22% 45
2024
Q2 		$105K Buy
575
+571
+14,275% +$104K 0.07% 91
2024
Q1 		$759 Hold
4
– – ﹤0.01% 417
2023
Q4 		$652 Buy
+4
New +$629 ﹤0.01% 391

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Abich Financial Wealth Management's PKG Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Packaging Corp of America (PKG) stake by 20% in Q3 2024, selling an estimated $22.5K and leaving 462 shares worth $99.5K. The position accounts for 0.22% of the portfolio, ranked #45.

Abich Financial Wealth Management first reported a position in PKG in Q4 2023 and has held it in 4 quarters since. The position peaked at $105K in Q2 2024. 816 funds tracked by Wall St. Rank hold PKG as of Q3 2024.

  • Abich Financial Wealth Management held 462 shares of Packaging Corp of America worth $99.5K as of Q3 2024.
  • Abich Financial Wealth Management sold 113 Packaging Corp of America shares in Q3 2024, an estimated $22.5K.
  • Packaging Corp of America made up 0.22% of Abich Financial Wealth Management's portfolio in Q3 2024, its #45 holding.
  • Abich Financial Wealth Management first reported a position in Packaging Corp of America in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Packaging Corp of America position peaked at $105K in Q2 2024.
  • 816 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.