RWB
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RMR Wealth Builders’s Packaging Corp of America PKG Stock Holding History

RMR Wealth Builders’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
-696
Closed -$94K – 547
2021
Q1 		$94K Hold
696
– – 0.02% 275
2020
Q4 		$96K Buy
+696
New +$87.6K 0.05% 207
2020
Q3 		– Sell
-1,078
Closed -$108K – 401
2020
Q2 		$108K Buy
+1,078
New +$103K 0.1% 163
2019
Q4 		$121K Buy
+1,078
New +$119K 0.12% 157

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RMR Wealth Builders's PKG Position: Q2 2021 in Review

RMR Wealth Builders sold out of Packaging Corp of America (PKG) in Q2 2021, closing a stake of 696 shares — an estimated $94K sold.

RMR Wealth Builders first reported a position in PKG in Q4 2019 and held it in 4 quarters. The position peaked at $121K in Q4 2019. 590 funds tracked by Wall St. Rank hold PKG as of Q2 2021.

  • RMR Wealth Builders reported no remaining Packaging Corp of America position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 696 Packaging Corp of America shares in Q2 2021, an estimated $94K.
  • RMR Wealth Builders first reported a position in Packaging Corp of America in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Packaging Corp of America position peaked at $121K in Q4 2019.
  • 590 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.