LWM
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Liberty Wealth Management’s Packaging Corp of America PKG Stock Holding History

Liberty 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
2021
Q4 		– Sell
-908
Closed -$124K – 841
2021
Q3 		$124K Buy
908
+896
+7,467% +$128K 0.04% 245
2021
Q2 		$2K Hold
12
– – ﹤0.01% 936
2021
Q1 		$1K Hold
12
– – ﹤0.01% 892
2020
Q4 		$1K Buy
+12
New +$1.51K ﹤0.01% 894
2019
Q4 		– Sell
-12
Closed -$1K – 949
2019
Q3 		$1K Sell
12
-8
-40% -$810 ﹤0.01% 817
2019
Q2 		$2K Sell
20
-5
-20% -$483 ﹤0.01% 772
2019
Q1 		$2K Buy
25
+12
+92% +$1.14K ﹤0.01% 641
2018
Q4 		$1K Buy
+13
New +$1.21K ﹤0.01% 721

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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