SWM
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SeaCrest Wealth Management’s Packaging Corp of America PKG Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-129
Closed -$18K – 1262
2022
Q2 		$18K Buy
+129
New +$19.9K ﹤0.01% 1522
2021
Q3 		– Sell
-7,228
Closed -$979K – 713
2021
Q2 		$979K Buy
+7,228
New +$1.04M 0.12% 189
2019
Q2 		– Sell
-211
Closed -$21K – 1485
2019
Q1 		$21K Buy
211
+18
+9% +$1.71K ﹤0.01% 1269
2018
Q4 		$16K Buy
193
+21
+12% +$1.95K ﹤0.01% 1335
2018
Q3 		$19K Sell
172
-2
-1% -$226 ﹤0.01% 1397
2018
Q2 		$19K Buy
174
+17
+11% +$1.99K ﹤0.01% 1383
2018
Q1 		$18K Buy
157
+35
+29% +$4.22K ﹤0.01% 1372
2017
Q4 		$15K Buy
+122
New +$14.2K ﹤0.01% 1443

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
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 $1.56T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return