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B. Riley Wealth Advisors’s Graphic Packaging GPK Stock Holding History

B. Riley Wealth Advisors’s Portfolio GPK Stock Details GPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,233
Closed -$392K – 1572
2023
Q2 		$392K Sell
16,233
-4,823
-23% -$121K 0.01% 982
2023
Q1 		$537K Buy
+21,056
New +$495K 0.01% 772
2015
Q1 		– Sell
-1,290
Closed -$18 – 1141
2014
Q4 		$18 Buy
+1,290
New +$16K ﹤0.01% 2597

Other funds holding GPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

B. Riley Wealth Advisors's GPK Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Graphic Packaging (GPK) in Q3 2023, closing a stake of 16,233 shares — an estimated $392K sold.

B. Riley Wealth Advisors first reported a position in GPK in Q4 2014 and held it in 3 quarters. The position peaked at $537K in Q1 2023. 430 funds tracked by Wall St. Rank hold GPK as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Graphic Packaging position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,233 Graphic Packaging shares in Q3 2023, an estimated $392K.
  • B. Riley Wealth Advisors first reported a position in Graphic Packaging in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Graphic Packaging position peaked at $537K in Q1 2023.
  • 430 funds tracked by Wall St. Rank held Graphic Packaging as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.