THWM
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Taylor Hoffman Wealth Management’s Packaging Corp of America PKG Stock Holding History

Taylor Hoffman 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
2020
Q3 		– Sell
-88
Closed -$9K – 293
2020
Q2 		$9K Buy
+88
New +$8.37K 0.01% 296
2020
Q1 		– Sell
-88
Closed -$10K – 305
2019
Q4 		$10K Sell
88
-13
-13% -$1.44K 0.01% 316
2019
Q3 		$11K Hold
101
– – 0.01% 299
2019
Q2 		$10K Hold
101
– – 0.01% 290
2019
Q1 		$10K Hold
101
– – 0.01% 288
2018
Q4 		$8K Hold
101
– – 0.01% 295
2018
Q3 		$11K Hold
101
– – 0.01% 279
2018
Q2 		$11K Hold
101
– – 0.01% 261
2018
Q1 		$11K Hold
101
– – 0.01% 272
2017
Q4 		$12K Buy
+101
New +$11.7K 0.01% 273

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return