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

Buckley 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
2021
Q4 		– Sell
-1,672
Closed -$230K – 136
2021
Q3 		$230K Sell
1,672
-41
-2% -$5.85K 0.07% 121
2021
Q2 		$232K Sell
1,713
-56
-3% -$8.06K 0.08% 118
2021
Q1 		$238K Buy
1,769
+27
+2% +$3.68K 0.09% 114
2020
Q4 		$240K Buy
+1,742
New +$219K 0.1% 107
2020
Q3 		– Sell
-3,516
Closed -$351K – 122
2020
Q2 		$351K Buy
3,516
+85
+2% +$8.08K 0.16% 96
2020
Q1 		$298K Buy
3,431
+1,017
+42% +$98.6K 0.16% 96
2019
Q4 		$270K Sell
2,414
-784
-25% -$86.5K 0.12% 116
2019
Q3 		$339K Sell
3,198
-1,517
-32% -$154K 0.17% 106
2019
Q2 		$449K Sell
4,715
-232
-5% -$22.4K 0.21% 92
2019
Q1 		$492K Sell
4,947
-303
-6% -$28.8K 0.23% 89
2018
Q4 		$438K Buy
5,250
+1,013
+24% +$94.2K 0.23% 89
2018
Q3 		$465K Buy
4,237
+32
+0.8% +$3.61K 0.2% 98
2018
Q2 		$470K Buy
4,205
+191
+5% +$22.3K 0.22% 94
2018
Q1 		$452K Buy
4,014
+35
+0.9% +$4.22K 0.22% 98
2017
Q4 		$480K Buy
+3,979
New +$462K 0.24% 95

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Buckley Wealth Management's PKG Position: Q4 2021 in Review

Buckley Wealth Management sold out of Packaging Corp of America (PKG) in Q4 2021, closing a stake of 1,672 shares — an estimated $230K sold.

Buckley Wealth Management first reported a position in PKG in Q4 2017 and held it in 15 quarters. The position peaked at $492K in Q1 2019. 598 funds tracked by Wall St. Rank hold PKG as of Q4 2021.

  • Buckley Wealth Management reported no remaining Packaging Corp of America position as of Q4 2021 after selling out during the quarter.
  • Buckley Wealth Management sold 1,672 Packaging Corp of America shares in Q4 2021, an estimated $230K.
  • Buckley Wealth Management first reported a position in Packaging Corp of America in Q4 2017 and held it in 15 quarters.
  • Buckley Wealth Management's Packaging Corp of America position peaked at $492K in Q1 2019.
  • 598 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2021.

Based on Buckley Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.