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

Concord 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
2023
Q4 		– Sell
-47
Closed -$7.22K – 972
2023
Q3 		$7.22K Hold
47
– – ﹤0.01% 669
2023
Q2 		$6.21K Buy
47
+18
+62% +$2.4K ﹤0.01% 671
2023
Q1 		$4.03K Sell
29
-18
-38% -$2.45K ﹤0.01% 706
2022
Q4 		$6.01K Buy
+47
New +$5.89K ﹤0.01% 719
2022
Q3 		– Sell
-47
Closed -$6K – 860
2022
Q2 		$6K Buy
47
+18
+62% +$2.78K ﹤0.01% 791
2022
Q1 		$5K Hold
29
– – ﹤0.01% 916
2021
Q4 		$4K Hold
29
– – ﹤0.01% 1004
2021
Q3 		$4K Hold
29
– – ﹤0.01% 641
2021
Q2 		$4K Sell
29
-3
-9% -$432 ﹤0.01% 776
2021
Q1 		$4K Buy
+32
New +$4.36K ﹤0.01% 726

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return