Phoenix Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Phoenix Wealth 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 Q1	–	Sell	-13,239	Closed	-$1.69M	–	112
2022 Q4	$1.69M	Sell	13,239 -517	-4%	-$64.8K	1.02%	27
2022 Q3	$1.54M	Sell	13,756 -533	-4%	-$72.1K	1.55%	25
2022 Q2	$1.97M	Sell	14,289 -359	-2%	-$55.5K	1.94%	21
2022 Q1	$2.23M	Sell	14,648 -488	-3%	-$71.3K	2.31%	17
2021 Q4	$2.06M	Sell	15,136 -412	-3%	-$55.4K	1.56%	24
2021 Q3	$2.14M	Buy	15,548 +164	+1%	+$23.4K	1.6%	24
2021 Q2	$2.09M	Buy	15,384 +513	+3%	+$73.8K	1.51%	23
2021 Q1	$2.02M	Buy	14,871 +5,374	+57%	+$733K	1.57%	27
2020 Q4	$1.31M	Buy	+9,497	New	+$1.2M	1%	31

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

Phoenix Wealth Advisors's PKG Position: Q1 2023 in Review

Phoenix Wealth Advisors sold out of Packaging Corp of America (PKG) in Q1 2023, closing a stake of 13,239 shares — an estimated $1.69M sold.

Phoenix Wealth Advisors first reported a position in PKG in Q4 2020 and held it in 9 quarters. The position peaked at $2.23M in Q1 2022. 656 funds tracked by Wall St. Rank hold PKG as of Q1 2023.

Phoenix Wealth Advisors reported no remaining Packaging Corp of America position as of Q1 2023 after selling out during the quarter.
Phoenix Wealth Advisors sold 13,239 Packaging Corp of America shares in Q1 2023, an estimated $1.69M.
Phoenix Wealth Advisors first reported a position in Packaging Corp of America in Q4 2020 and held it in 9 quarters.
Phoenix Wealth Advisors's Packaging Corp of America position peaked at $2.23M in Q1 2022.
656 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.