Clearview Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-92	Closed	-$12.2K	–	479
2023 Q2	$12.2K	Buy	92 +1	+1%	+$134	0.01%	340
2023 Q1	$12.7K	Buy	91 +1	+1%	+$136	0.01%	329
2022 Q4	$11.6K	Buy	90 +1	+1%	+$125	0.01%	312
2022 Q3	$10K	Buy	89 +1	+1%	+$135	0.01%	335
2022 Q2	$12K	Hold	88	–	–	0.01%	338
2022 Q1	$14K	Buy	88 +1	+1%	+$146	0.01%	341
2021 Q4	$12K	Hold	87	–	–	0.01%	387
2021 Q3	$12K	Buy	87 +1	+1%	+$143	0.01%	393
2021 Q2	$12K	Buy	86 +1	+1%	+$144	0.01%	394
2021 Q1	$11K	Buy	85 +1	+1%	+$136	0.01%	397
2020 Q4	$12K	Buy	+84	New	+$10.6K	0.01%	354

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Clearview Wealth Advisors's PKG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Packaging Corp of America (PKG) in Q3 2023, closing a stake of 92 shares — an estimated $12.2K sold.

Clearview Wealth Advisors first reported a position in PKG in Q4 2020 and held it in 11 quarters. The position peaked at $14K in Q1 2022. 642 funds tracked by Wall St. Rank hold PKG as of Q3 2023.

Clearview Wealth Advisors reported no remaining Packaging Corp of America position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 92 Packaging Corp of America shares in Q3 2023, an estimated $12.2K.
Clearview Wealth Advisors first reported a position in Packaging Corp of America in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Packaging Corp of America position peaked at $14K in Q1 2022.
642 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.