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MPS Loria Financial Planners’s Packaging Corp of America PKG Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-6
Closed – – 450
2021
Q1 		$0 Hold
6
– – ﹤0.01% 624
2020
Q4 		$1K Buy
+6
New +$756 ﹤0.01% 567

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's PKG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Packaging Corp of America (PKG) in Q2 2021, closing a stake of 6 shares.

MPS Loria Financial Planners first reported a position in PKG in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 589 funds tracked by Wall St. Rank hold PKG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Packaging Corp of America position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 6 Packaging Corp of America shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Packaging Corp of America in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Packaging Corp of America position peaked at $1K in Q4 2020.
  • 589 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.