PAG
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Poinciana Advisors Group’s Packaging Corp of America PKG Stock Holding History

Poinciana Advisors Group’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
2025
Q1 		– Sell
-910
Closed -$205K – 122
2024
Q4 		$205K Buy
+910
New +$210K 0.21% 95

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Poinciana Advisors Group's PKG Position: Q1 2025 in Review

Poinciana Advisors Group sold out of Packaging Corp of America (PKG) in Q1 2025, closing a stake of 910 shares — an estimated $205K sold.

Poinciana Advisors Group first reported a position in PKG in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 855 funds tracked by Wall St. Rank hold PKG as of Q1 2025.

  • Poinciana Advisors Group reported no remaining Packaging Corp of America position as of Q1 2025 after selling out during the quarter.
  • Poinciana Advisors Group sold 910 Packaging Corp of America shares in Q1 2025, an estimated $205K.
  • Poinciana Advisors Group first reported a position in Packaging Corp of America in Q4 2024 and held it in 1 quarter.
  • Poinciana Advisors Group's Packaging Corp of America position peaked at $205K in Q4 2024.
  • 855 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2025.

Based on Poinciana Advisors Group's 13F filing for Q1 2025, filed 30 Apr 2025.