Sutton Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Sutton Wealth 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 Q3	$3.99K	Hold	26	–	–	﹤0.01%	619
2023 Q2	$3.44K	Sell	26 -603	-96%	-$80.6K	﹤0.01%	618
2023 Q1	$87.3K	Sell	629 -3	-0.5%	-$408	0.05%	166
2022 Q4	$80.8K	Sell	632 -1	-0.2%	-$125	0.03%	284
2022 Q3	$71.1K	Buy	633 +4	+0.6%	+$541	0.03%	305
2022 Q2	$86.5K	Hold	629	–	–	0.03%	259
2022 Q1	$98.2K	Sell	629 -337	-35%	-$49.2K	0.03%	253
2021 Q4	$132K	Hold	966	–	–	0.04%	224
2021 Q3	$133K	Hold	966	–	–	0.05%	217
2021 Q2	$131K	Hold	966	–	–	0.05%	216
2021 Q1	$130K	Hold	966	–	–	0.05%	214
2020 Q4	$133K	Hold	966	–	–	0.06%	203
2020 Q3	$105K	Hold	966	–	–	0.05%	208
2020 Q2	$96.4K	Hold	966	–	–	0.05%	213
2020 Q1	$83.9K	Buy	966 +17	+2%	+$1.65K	0.05%	207
2019 Q4	$106K	Hold	949	–	–	0.05%	211
2019 Q3	$101K	Hold	949	–	–	0.06%	209
2019 Q2	$90.5K	Sell	949 -8	-0.8%	-$772	0.05%	219
2019 Q1	$95.1K	Buy	957 +8	+0.8%	+$760	0.06%	213
2018 Q4	$79.2K	Buy	949 +940	+10,444%	+$87.4K	0.05%	221
2018 Q3	$987	Hold	9	–	–	﹤0.01%	1043
2018 Q2	$1.01K	Hold	9	–	–	﹤0.01%	1057
2018 Q1	$1.01K	Hold	9	–	–	﹤0.01%	1046
2017 Q4	$1.08K	Hold	9	–	–	﹤0.01%	1004
2017 Q3	$1.03K	Hold	9	–	–	﹤0.01%	994
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	996
2017 Q1	$825	Hold	9	–	–	﹤0.01%	986
2016 Q4	$763	Hold	9	–	–	﹤0.01%	983
2016 Q3	$731	Hold	9	–	–	﹤0.01%	978
2016 Q2	$602	Hold	9	–	–	﹤0.01%	961
2016 Q1	$544	Buy	+9	New	+$482	﹤0.01%	961

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's PKG Position: Q3 2023 in Review

Sutton Wealth Advisors held its Packaging Corp of America (PKG) position steady in Q3 2023 at 26 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Sutton Wealth Advisors first reported a position in PKG in Q1 2016 and has held it in 31 quarters since. The position peaked at $133K in Q4 2020. 643 funds tracked by Wall St. Rank hold PKG as of Q3 2023.

Sutton Wealth Advisors held 26 shares of Packaging Corp of America worth $3.99K as of Q3 2023.
Sutton Wealth Advisors left its Packaging Corp of America share count unchanged in Q3 2023.
Packaging Corp of America made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #619 holding.
Sutton Wealth Advisors first reported a position in Packaging Corp of America in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Packaging Corp of America position peaked at $133K in Q4 2020.
643 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.