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

Selective 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
Q1 		– Sell
-150
Closed -$20K – 778
2021
Q4 		$20K Hold
150
– – 0.01% 410
2021
Q3 		$21K Hold
150
– – 0.01% 357
2021
Q2 		$20K Buy
+150
New +$21.6K 0.02% 278

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
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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Selective Wealth Management's PKG Position: Q1 2022 in Review

Selective Wealth Management sold out of Packaging Corp of America (PKG) in Q1 2022, closing a stake of 150 shares — an estimated $20K sold.

Selective Wealth Management first reported a position in PKG in Q2 2021 and held it in 3 quarters. The position peaked at $21K in Q3 2021. 628 funds tracked by Wall St. Rank hold PKG as of Q1 2022.

  • Selective Wealth Management reported no remaining Packaging Corp of America position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 150 Packaging Corp of America shares in Q1 2022, an estimated $20K.
  • Selective Wealth Management first reported a position in Packaging Corp of America in Q2 2021 and held it in 3 quarters.
  • Selective Wealth Management's Packaging Corp of America position peaked at $21K in Q3 2021.
  • 628 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.