Evoke Wealth’s Packaging Corp of America PKG Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-41	Closed	-$5K	–	923
2022 Q3	$5K	Buy	41 +28	+215%	+$3.79K	﹤0.01%	887
2022 Q2	$2K	Sell	13 -7	-35%	-$1.08K	﹤0.01%	1068
2022 Q1	$3K	Buy	20 +3	+18%	+$438	﹤0.01%	1006
2021 Q4	$2K	Hold	17	–	–	﹤0.01%	1064
2021 Q3	$2K	Hold	17	–	–	﹤0.01%	1022
2021 Q2	$2K	Sell	17 -39	-70%	-$5.61K	﹤0.01%	1063
2021 Q1	$8K	Buy	56 +36	+180%	+$4.91K	﹤0.01%	735
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	833
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	863
2020 Q2	$2K	Sell	20 -6	-23%	-$571	﹤0.01%	892
2020 Q1	$2.27K	Buy	26 +6	+30%	+$582	﹤0.01%	778
2019 Q4	$2.26K	Hold	20	–	–	﹤0.01%	1049
2019 Q3	$2.14K	Buy	+20	New	+$2.03K	﹤0.01%	1192

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Evoke Wealth's PKG Position: Q4 2022 in Review

Evoke Wealth sold out of Packaging Corp of America (PKG) in Q4 2022, closing a stake of 41 shares — an estimated $5K sold.

Evoke Wealth first reported a position in PKG in Q3 2019 and held it in 13 quarters. The position peaked at $8K in Q1 2021. 659 funds tracked by Wall St. Rank hold PKG as of Q4 2022.

Evoke Wealth reported no remaining Packaging Corp of America position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 41 Packaging Corp of America shares in Q4 2022, an estimated $5K.
Evoke Wealth first reported a position in Packaging Corp of America in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Packaging Corp of America position peaked at $8K in Q1 2021.
659 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.