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Financial Life Planners’s Packaging Corp of America PKG Stock Holding History

Financial Life Planners’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
2025
Q1 		– Sell
-27
Closed -$6.15K – 294
2024
Q4 		$6.15K Buy
+27
New +$6.25K 0.01% 289

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Life Planners's PKG Position: Q1 2025 in Review

Financial Life Planners sold out of Packaging Corp of America (PKG) in Q1 2025, closing a stake of 27 shares — an estimated $6.15K sold.

Financial Life Planners first reported a position in PKG in Q4 2024 and held it in 1 quarter. The position peaked at $6.15K in Q4 2024. 855 funds tracked by Wall St. Rank hold PKG as of Q1 2025.

  • Financial Life Planners reported no remaining Packaging Corp of America position as of Q1 2025 after selling out during the quarter.
  • Financial Life Planners sold 27 Packaging Corp of America shares in Q1 2025, an estimated $6.15K.
  • Financial Life Planners first reported a position in Packaging Corp of America in Q4 2024 and held it in 1 quarter.
  • Financial Life Planners's Packaging Corp of America position peaked at $6.15K in Q4 2024.
  • 855 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.