GJWM
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Gilliland Jeter Wealth Management’s Packaging Corp of America PKG Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-18
Closed -$3.88K – 516
2024
Q3 		$3.88K Hold
18
– – ﹤0.01% 552
2024
Q2 		$3.29K Hold
18
– – ﹤0.01% 557
2024
Q1 		$3.42K Buy
+18
New +$3.12K ﹤0.01% 526

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gilliland Jeter Wealth Management's PKG Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Packaging Corp of America (PKG) in Q4 2024, closing a stake of 18 shares — an estimated $3.88K sold.

Gilliland Jeter Wealth Management first reported a position in PKG in Q1 2024 and held it in 3 quarters. The position peaked at $3.88K in Q3 2024. 904 funds tracked by Wall St. Rank hold PKG as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Packaging Corp of America position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 18 Packaging Corp of America shares in Q4 2024, an estimated $3.88K.
  • Gilliland Jeter Wealth Management first reported a position in Packaging Corp of America in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Packaging Corp of America position peaked at $3.88K in Q3 2024.
  • 904 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.