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Forvis Mazars Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Forvis Mazars Wealth Advisors’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
2021
Q1 		– Sell
-3,558
Closed -$491K – 338
2020
Q4 		$491K Sell
3,558
-1
-0% -$126 0.02% 232
2020
Q3 		$388K Buy
3,559
+327
+10% +$33.4K 0.02% 233
2020
Q2 		$323K Buy
3,232
+359
+12% +$34.1K 0.02% 246
2020
Q1 		$249K Sell
2,873
-561
-16% -$54.4K 0.02% 251
2019
Q4 		$385K Buy
3,434
+145
+4% +$16K 0.03% 217
2019
Q3 		$349K Sell
3,289
-326
-9% -$33K 0.03% 211
2019
Q2 		$345K Buy
3,615
+323
+10% +$31.2K 0.03% 205
2019
Q1 		$327K Buy
3,292
+514
+19% +$48.8K 0.03% 202
2018
Q4 		$232K Buy
2,778
+213
+8% +$19.8K 0.02% 209
2018
Q3 		$281K Sell
2,565
-66
-3% -$7.44K 0.02% 199
2018
Q2 		$294K Sell
2,631
-395
-13% -$46.1K 0.03% 198
2018
Q1 		$341K Buy
3,026
+171
+6% +$20.6K 0.03% 184
2017
Q4 		$344K Buy
2,855
+411
+17% +$47.7K 0.03% 186
2017
Q3 		$280K Sell
2,444
-42
-2% -$4.7K 0.03% 195
2017
Q2 		$277K Sell
2,486
-104
-4% -$10.5K 0.03% 194
2017
Q1 		$237K Buy
+2,590
New +$237K 0.03% 196

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PKG Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Packaging Corp of America (PKG) in Q1 2021, closing a stake of 3,558 shares — an estimated $491K sold.

Forvis Mazars Wealth Advisors first reported a position in PKG in Q1 2017 and held it in 16 quarters. The position peaked at $491K in Q4 2020. 587 funds tracked by Wall St. Rank hold PKG as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Packaging Corp of America position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,558 Packaging Corp of America shares in Q1 2021, an estimated $491K.
  • Forvis Mazars Wealth Advisors first reported a position in Packaging Corp of America in Q1 2017 and held it in 16 quarters.
  • Forvis Mazars Wealth Advisors's Packaging Corp of America position peaked at $491K in Q4 2020.
  • 587 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.