TWM
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Tradition Wealth Management’s Packaging Corp of America PKG Stock Holding History

Tradition 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
2024
Q1 		– Sell
-383
Closed -$62K – 966
2023
Q4 		$62K Buy
383
+3
+0.8% +$472 0.01% 577
2023
Q3 		$58K Buy
380
+3
+0.8% +$438 0.01% 568
2023
Q2 		$50K Buy
377
+4
+1% +$534 0.01% 621
2023
Q1 		$52K Buy
373
+10
+3% +$1.36K 0.01% 596
2022
Q4 		$46K Hold
363
– – 0.01% 550
2022
Q3 		$41K Buy
+363
New +$49.1K 0.01% 558

Other funds holding PKG

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BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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