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

Engrave 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
2020
Q3 		– Sell
-121
Closed -$12K – 325
2020
Q2 		$12K Hold
121
– – 0.01% 231
2020
Q1 		$10K Hold
121
– – 0.01% 211
2019
Q4 		$13K Buy
+121
New +$13.4K 0.01% 276

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

Engrave Wealth Partners's PKG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Packaging Corp of America (PKG) in Q3 2020, closing a stake of 121 shares — an estimated $12K sold.

Engrave Wealth Partners first reported a position in PKG in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 534 funds tracked by Wall St. Rank hold PKG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Packaging Corp of America position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 121 Packaging Corp of America shares in Q3 2020, an estimated $12K.
  • Engrave Wealth Partners first reported a position in Packaging Corp of America in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Packaging Corp of America position peaked at $13K in Q4 2019.
  • 534 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.