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

IBEX 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
Q4 		– Sell
-1,244
Closed -$171K – 362
2021
Q3 		$171K Buy
+1,244
New +$177K 0.03% 192

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IBEX Wealth Advisors's PKG Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Packaging Corp of America (PKG) in Q4 2021, closing a stake of 1,244 shares — an estimated $171K sold.

IBEX Wealth Advisors first reported a position in PKG in Q3 2021 and held it in 1 quarter. The position peaked at $171K in Q3 2021. 598 funds tracked by Wall St. Rank hold PKG as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Packaging Corp of America position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,244 Packaging Corp of America shares in Q4 2021, an estimated $171K.
  • IBEX Wealth Advisors first reported a position in Packaging Corp of America in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Packaging Corp of America position peaked at $171K in Q3 2021.
  • 598 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.