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

Avondale 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	–	Sell	-190	Closed	-$34.7K	–	123
2024 Q2	$34.7K	Hold	190	–	–	0.02%	93
2024 Q1	$36.1K	Hold	190	–	–	0.03%	92
2023 Q4	$31K	Hold	190	–	–	0.02%	92
2023 Q3	$29.2K	Hold	190	–	–	0.03%	94
2023 Q2	$25.1K	Hold	190	–	–	0.02%	99
2023 Q1	$26.4K	Hold	190	–	–	0.02%	98
2022 Q4	$24.3K	Hold	190	–	–	0.02%	91
2022 Q3	$21K	Hold	190	–	–	0.02%	95
2022 Q2	$26K	Hold	190	–	–	0.03%	80
2022 Q1	$30K	Hold	190	–	–	0.04%	78
2021 Q4	$26K	Buy	+190	New	+$25.6K	0.03%	86

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 $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Avondale Wealth Management's PKG Position: Q3 2024 in Review

Avondale Wealth Management sold out of Packaging Corp of America (PKG) in Q3 2024, closing a stake of 190 shares — an estimated $34.7K sold.

Avondale Wealth Management first reported a position in PKG in Q4 2021 and held it in 11 quarters. The position peaked at $36.1K in Q1 2024. 816 funds tracked by Wall St. Rank hold PKG as of Q3 2024.

Avondale Wealth Management reported no remaining Packaging Corp of America position as of Q3 2024 after selling out during the quarter.
Avondale Wealth Management sold 190 Packaging Corp of America shares in Q3 2024, an estimated $34.7K.
Avondale Wealth Management first reported a position in Packaging Corp of America in Q4 2021 and held it in 11 quarters.
Avondale Wealth Management's Packaging Corp of America position peaked at $36.1K in Q1 2024.
816 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2024.

Based on Avondale Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.