Avantax Planning Partners’s Packaging Corp of America PKG Stock Holding History

Avantax Planning Partners’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
2022 Q2	–	Sell	-3,567	Closed	-$557K	–	366
2022 Q1	$557K	Hold	3,567	–	–	0.02%	217
2021 Q4	$486K	Hold	3,567	–	–	0.02%	220
2021 Q3	$490K	Buy	3,567 +105	+3%	+$15K	0.02%	199
2021 Q2	$469K	Buy	+3,462	New	+$498K	0.02%	208
2020 Q2	–	Sell	-6,392	Closed	-$555K	–	289
2020 Q1	$555K	Buy	+6,392	New	+$620K	0.04%	144
2018 Q4	–	Sell	-740	Closed	-$81K	–	954
2018 Q3	$81K	Buy	+740	New	+$83.5K	0.01%	386
2018 Q2	–	Sell	-962	Closed	-$108K	–	1138
2018 Q1	$108K	Buy	+962	New	+$116K	0.01%	398

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Planning Partners's PKG Position: Q2 2022 in Review

Avantax Planning Partners sold out of Packaging Corp of America (PKG) in Q2 2022, closing a stake of 3,567 shares — an estimated $557K sold.

Avantax Planning Partners first reported a position in PKG in Q1 2018 and held it in 7 quarters. The position peaked at $557K in Q1 2022. 648 funds tracked by Wall St. Rank hold PKG as of Q2 2022.

Avantax Planning Partners reported no remaining Packaging Corp of America position as of Q2 2022 after selling out during the quarter.
Avantax Planning Partners sold 3,567 Packaging Corp of America shares in Q2 2022, an estimated $557K.
Avantax Planning Partners first reported a position in Packaging Corp of America in Q1 2018 and held it in 7 quarters.
Avantax Planning Partners's Packaging Corp of America position peaked at $557K in Q1 2022.
648 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2022.

Based on Avantax Planning Partners's 13F filing for Q2 2022, filed 18 Jul 2022.