BWP
PKG icon

Baldwin Wealth Partners’s Packaging Corp of America PKG Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-101
Closed -$21.9K – 803
2024
Q3 		$21.9K Buy
+101
New +$20.1K ﹤0.01% 684
2024
Q1 		– Sell
-78
Closed -$12.7K – 723
2023
Q4 		$12.7K Hold
78
– – ﹤0.01% 552
2023
Q3 		$12K Hold
78
– – ﹤0.01% 561
2023
Q2 		$10.3K Hold
78
– – ﹤0.01% 591
2023
Q1 		$10.8K Sell
78
-78
-50% -$10.6K ﹤0.01% 611
2022
Q4 		$20K Buy
+156
New +$19.6K ﹤0.01% 533

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baldwin Wealth Partners's PKG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Packaging Corp of America (PKG) in Q4 2024, closing a stake of 101 shares — an estimated $21.9K sold.

Baldwin Wealth Partners first reported a position in PKG in Q4 2022 and held it in 6 quarters. The position peaked at $21.9K in Q3 2024. 904 funds tracked by Wall St. Rank hold PKG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Packaging Corp of America position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 101 Packaging Corp of America shares in Q4 2024, an estimated $21.9K.
  • Baldwin Wealth Partners first reported a position in Packaging Corp of America in Q4 2022 and held it in 6 quarters.
  • Baldwin Wealth Partners's Packaging Corp of America position peaked at $21.9K in Q3 2024.
  • 904 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.