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FMWA
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
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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