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SYSTM Wealth Solutions’s Packaging Corp of America PKG Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-1,696
Closed -$310K – 484
2024
Q2 		$310K Sell
1,696
-388
-19% -$70.6K 0.07% 169
2024
Q1 		$396K Buy
2,084
+96
+5% +$16.6K 0.05% 308
2023
Q4 		$324K Buy
1,988
+24
+1% +$3.78K 0.04% 322
2023
Q3 		$302K Buy
1,964
+54
+3% +$7.88K 0.05% 361
2023
Q2 		$252K Sell
1,910
-141
-7% -$18.8K 0.03% 416
2023
Q1 		$285K Buy
2,051
+53
+3% +$7.2K 0.04% 386
2022
Q4 		$256K Buy
+1,998
New +$250K 0.03% 462

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYSTM Wealth Solutions's PKG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Packaging Corp of America (PKG) in Q3 2024, closing a stake of 1,696 shares — an estimated $310K sold.

SYSTM Wealth Solutions first reported a position in PKG in Q4 2022 and held it in 7 quarters. The position peaked at $396K in Q1 2024. 814 funds tracked by Wall St. Rank hold PKG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Packaging Corp of America position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,696 Packaging Corp of America shares in Q3 2024, an estimated $310K.
  • SYSTM Wealth Solutions first reported a position in Packaging Corp of America in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Packaging Corp of America position peaked at $396K in Q1 2024.
  • 814 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.