AWM
PKG icon

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

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State Street
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JP Morgan Chase
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Geode Capital Management
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return