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Financial Advocates Investment Management’s Packaging Corp of America PKG Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-1,753
Closed -$360K – 792
2021
Q4 		$360K Buy
+1,753
New +$236K 0.02% 580

Other funds holding PKG

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Financial Advocates Investment Management's PKG Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Packaging Corp of America (PKG) in Q1 2022, closing a stake of 1,753 shares — an estimated $360K sold.

Financial Advocates Investment Management first reported a position in PKG in Q4 2021 and held it in 1 quarter. The position peaked at $360K in Q4 2021. 629 funds tracked by Wall St. Rank hold PKG as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Packaging Corp of America position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,753 Packaging Corp of America shares in Q1 2022, an estimated $360K.
  • Financial Advocates Investment Management first reported a position in Packaging Corp of America in Q4 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's Packaging Corp of America position peaked at $360K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.