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Core Wealth Advisors (Florida)’s Packaging Corp of America PKG Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q2 		– Sell
-210
Closed -$18K – 157
2020
Q1 		$18K Buy
+210
New +$20.4K 0.01% 76

Other funds holding PKG

Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PKG Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of Packaging Corp of America (PKG) in Q2 2020, closing a stake of 210 shares — an estimated $18K sold.

Core Wealth Advisors (Florida) first reported a position in PKG in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 540 funds tracked by Wall St. Rank hold PKG as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining Packaging Corp of America position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 210 Packaging Corp of America shares in Q2 2020, an estimated $18K.
  • Core Wealth Advisors (Florida) first reported a position in Packaging Corp of America in Q1 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Packaging Corp of America position peaked at $18K in Q1 2020.
  • 540 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.