Sigma Planning Corp
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Sigma Planning Corp’s Packaging Corp of America PKG Stock Holding History

Sigma Planning Corp’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
-2,568
Closed -$578K – 1263
2024
Q4 		$578K Buy
2,568
+58
+2% +$13.4K 0.02% 685
2024
Q3 		$541K Buy
+2,510
New +$499K 0.02% 715
2021
Q4 		– Sell
-2,414
Closed -$332K – 1443
2021
Q3 		$332K Buy
+2,414
New +$344K 0.01% 1011

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sigma Planning Corp's PKG Position: Q1 2025 in Review

Sigma Planning Corp sold out of Packaging Corp of America (PKG) in Q1 2025, closing a stake of 2,568 shares — an estimated $578K sold.

Sigma Planning Corp first reported a position in PKG in Q3 2021 and held it in 3 quarters. The position peaked at $578K in Q4 2024. 858 funds tracked by Wall St. Rank hold PKG as of Q1 2025.

  • Sigma Planning Corp reported no remaining Packaging Corp of America position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 2,568 Packaging Corp of America shares in Q1 2025, an estimated $578K.
  • Sigma Planning Corp first reported a position in Packaging Corp of America in Q3 2021 and held it in 3 quarters.
  • Sigma Planning Corp's Packaging Corp of America position peaked at $578K in Q4 2024.
  • 858 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.