PWA
PKG icon

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return