JNBA Financial Advisors’s Packaging Corp of America PKG Stock Holding History

JNBA Financial 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
2023 Q4	–	Sell	-33	Closed	-$5.07K	–	740
2023 Q3	$5.07K	Hold	33	–	–	﹤0.01%	539
2023 Q2	$4.36K	Hold	33	–	–	﹤0.01%	549
2023 Q1	$4.58K	Hold	33	–	–	﹤0.01%	552
2022 Q4	$4.22K	Hold	33	–	–	﹤0.01%	529
2022 Q3	$4K	Hold	33	–	–	﹤0.01%	552
2022 Q2	$5K	Hold	33	–	–	﹤0.01%	568
2022 Q1	$5K	Hold	33	–	–	﹤0.01%	559
2021 Q4	$4K	Buy	+33	New	+$4.44K	﹤0.01%	647
2016 Q4	–	Sell	-11	Closed	-$1K	–	1102
2016 Q3	$1K	Buy	+11	New	+$840	﹤0.01%	1529
2014 Q2	–	Sell	-200	Closed	-$14K	–	521
2014 Q1	$14K	Sell	200 -200	-50%	-$13.7K	0.01%	294
2013 Q4	$25K	Hold	400	–	–	0.01%	223
2013 Q3	$23K	Hold	400	–	–	0.01%	220
2013 Q2	$20K	Buy	+400	New	+$19K	0.01%	210

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JNBA Financial Advisors's PKG Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Packaging Corp of America (PKG) in Q4 2023, closing a stake of 33 shares — an estimated $5.07K sold.

JNBA Financial Advisors first reported a position in PKG in Q2 2013 and held it in 13 quarters. The position peaked at $25K in Q4 2013. 742 funds tracked by Wall St. Rank hold PKG as of Q4 2023.

JNBA Financial Advisors reported no remaining Packaging Corp of America position as of Q4 2023 after selling out during the quarter.
JNBA Financial Advisors sold 33 Packaging Corp of America shares in Q4 2023, an estimated $5.07K.
JNBA Financial Advisors first reported a position in Packaging Corp of America in Q2 2013 and held it in 13 quarters.
JNBA Financial Advisors's Packaging Corp of America position peaked at $25K in Q4 2013.
742 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.