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Strategic Investment Advisors’s Packaging Corp of America PKG Stock Holding History

Strategic Investment Advisors’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
2023
Q2 		– Sell
-2,760
Closed -$383K – 236
2023
Q1 		$383K Sell
2,760
-40
-1% -$5.44K 0.07% 180
2022
Q4 		$358K Buy
+2,800
New +$351K 0.07% 175
2021
Q1 		– Sell
-2,225
Closed -$307K – 207
2020
Q4 		$307K Sell
2,225
-175
-7% -$22K 0.09% 171
2020
Q3 		$262K Buy
+2,400
New +$245K 0.09% 155

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Investment Advisors's PKG Position: Q2 2023 in Review

Strategic Investment Advisors sold out of Packaging Corp of America (PKG) in Q2 2023, closing a stake of 2,760 shares — an estimated $383K sold.

Strategic Investment Advisors first reported a position in PKG in Q3 2020 and held it in 4 quarters. The position peaked at $383K in Q1 2023. 650 funds tracked by Wall St. Rank hold PKG as of Q2 2023.

  • Strategic Investment Advisors reported no remaining Packaging Corp of America position as of Q2 2023 after selling out during the quarter.
  • Strategic Investment Advisors sold 2,760 Packaging Corp of America shares in Q2 2023, an estimated $383K.
  • Strategic Investment Advisors first reported a position in Packaging Corp of America in Q3 2020 and held it in 4 quarters.
  • Strategic Investment Advisors's Packaging Corp of America position peaked at $383K in Q1 2023.
  • 650 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2023.

Based on Strategic Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.