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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 – 948
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $226B AUM 44.75% 1-Year Est. Return

Liberty Wealth Management's PKG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Packaging Corp of America (PKG) in Q4 2021, closing a stake of 908 shares — an estimated $124K sold.

Liberty Wealth Management first reported a position in PKG in Q4 2018 and held it in 8 quarters. The position peaked at $124K in Q3 2021. 598 funds tracked by Wall St. Rank hold PKG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Packaging Corp of America position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 908 Packaging Corp of America shares in Q4 2021, an estimated $124K.
  • Liberty Wealth Management first reported a position in Packaging Corp of America in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's Packaging Corp of America position peaked at $124K in Q3 2021.
  • 598 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.