First Personal Financial Services’s Packaging Corp of America PKG Stock Holding History

First Personal Financial Services’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
2024 Q3	$216	Buy	+1	New	+$199	﹤0.01%	458
2020 Q1	–	Sell	-6	Closed	-$1K	–	461
2019 Q4	$1K	Sell	6 -68	-92%	-$7.5K	﹤0.01%	474
2019 Q3	$8K	Buy	74 +6	+9%	+$608	﹤0.01%	374
2019 Q2	$6K	Hold	68	–	–	﹤0.01%	576
2019 Q1	$7K	Hold	68	–	–	﹤0.01%	551
2018 Q4	$6K	Buy	68 +12	+21%	+$1.12K	﹤0.01%	544
2018 Q3	$6K	Buy	56 +9	+19%	+$1.01K	﹤0.01%	573
2018 Q2	$5K	Hold	47	–	–	﹤0.01%	581
2018 Q1	$5K	Hold	47	–	–	﹤0.01%	919
2017 Q4	$6K	Buy	+47	New	+$5.45K	﹤0.01%	879
2015 Q2	–	Sell	-13	Closed	-$2K	–	511
2015 Q1	$2K	Hold	13	–	–	﹤0.01%	457
2014 Q4	$1K	Buy	+13	New	+$932	﹤0.01%	432

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Personal Financial Services's PKG Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Packaging Corp of America (PKG) in Q3 2024: 1 share worth $216. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in PKG as recently as Q4 2019.

First Personal Financial Services first reported a position in PKG in Q4 2014 and has held it in 12 quarters since. The position peaked at $8K in Q3 2019. 814 funds tracked by Wall St. Rank hold PKG as of Q3 2024.

First Personal Financial Services held 1 share of Packaging Corp of America worth $216 as of Q3 2024.
Packaging Corp of America was a new First Personal Financial Services position in Q3 2024.
Packaging Corp of America made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #458 holding.
First Personal Financial Services first reported a position in Packaging Corp of America in Q4 2014 and has held it in 12 quarters since.
First Personal Financial Services's Packaging Corp of America position peaked at $8K in Q3 2019.
814 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.