CTWM
PKG icon

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

Cherry Tree 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
Q1 		– Sell
-7
Closed -$1.14K – 617
2023
Q4 		$1.14K Hold
7
– – ﹤0.01% 535
2023
Q3 		$1.07K Hold
7
– – ﹤0.01% 525
2023
Q2 		$926 Buy
+7
New +$935 ﹤0.01% 542

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's PKG Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Packaging Corp of America (PKG) in Q1 2024, closing a stake of 7 shares — an estimated $1.14K sold.

Cherry Tree Wealth Management first reported a position in PKG in Q2 2023 and held it in 3 quarters. The position peaked at $1.14K in Q4 2023. 776 funds tracked by Wall St. Rank hold PKG as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Packaging Corp of America position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 7 Packaging Corp of America shares in Q1 2024, an estimated $1.14K.
  • Cherry Tree Wealth Management first reported a position in Packaging Corp of America in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Packaging Corp of America position peaked at $1.14K in Q4 2023.
  • 776 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.