IPW
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Impact Partnership Wealth’s Packaging Corp of America PKG Stock Holding History

Impact Partnership Wealth’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
-2,406
Closed -$518K – 323
2024
Q3 		$518K Buy
2,406
+3
+0.1% +$596 0.12% 109
2024
Q2 		$439K Buy
2,403
+2,394
+26,600% +$435K 0.12% 120
2024
Q1 		$1.71K Sell
9
-45
-83% -$7.8K ﹤0.01% 586
2023
Q4 		$8.8K Sell
54
-2,303
-98% -$362K ﹤0.01% 516
2023
Q3 		$362K Buy
+2,357
New +$344K 0.11% 100

Other funds holding PKG

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return