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

BerganKDV 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
2023 Q2	–	Sell	-13	Closed	-$1.74K	–	1022
2023 Q1	$1.74K	Hold	13	–	–	﹤0.01%	845
2022 Q4	$1.61K	Sell	13 -1	-7%	-$125	﹤0.01%	826
2022 Q3	$2K	Sell	14 -34	-71%	-$4.6K	﹤0.01%	828
2022 Q2	$7K	Hold	48	–	–	﹤0.01%	646
2022 Q1	$8K	Hold	48	–	–	﹤0.01%	648
2021 Q4	$7K	Hold	48	–	–	﹤0.01%	731
2021 Q3	$7K	Hold	48	–	–	﹤0.01%	703
2021 Q2	$7K	Hold	48	–	–	﹤0.01%	664
2021 Q1	$6K	Sell	48 -6	-11%	-$818	﹤0.01%	647
2020 Q4	$7K	Buy	54 +34	+170%	+$4.28K	﹤0.01%	617
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	719
2020 Q2	$2K	Sell	20 -22	-52%	-$2.09K	﹤0.01%	777
2020 Q1	$4K	Buy	42 +6	+17%	+$582	﹤0.01%	625
2019 Q4	$4K	Buy	+36	New	+$3.97K	﹤0.01%	672

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

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

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

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

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

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

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

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

BerganKDV Wealth Management's PKG Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Packaging Corp of America (PKG) in Q2 2023, closing a stake of 13 shares — an estimated $1.74K sold.

BerganKDV Wealth Management first reported a position in PKG in Q4 2019 and held it in 14 quarters. The position peaked at $8K in Q1 2022. 650 funds tracked by Wall St. Rank hold PKG as of Q2 2023.

BerganKDV Wealth Management reported no remaining Packaging Corp of America position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 13 Packaging Corp of America shares in Q2 2023, an estimated $1.74K.
BerganKDV Wealth Management first reported a position in Packaging Corp of America in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Packaging Corp of America position peaked at $8K in Q1 2022.
650 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.