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

TRUE Private 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
2021 Q1	–	Sell	-404	Closed	-$56K	–	573
2020 Q4	$56K	Buy	404 +2	+0.5%	+$252	0.01%	341
2020 Q3	$44K	Buy	402 +2	+0.5%	+$204	0.01%	341
2020 Q2	$40K	Buy	+400	New	+$38K	0.01%	343

Other funds holding PKG

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's PKG Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Packaging Corp of America (PKG) in Q1 2021, closing a stake of 404 shares — an estimated $56K sold.

TRUE Private Wealth Advisors first reported a position in PKG in Q2 2020 and held it in 3 quarters. The position peaked at $56K in Q4 2020. 587 funds tracked by Wall St. Rank hold PKG as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Packaging Corp of America position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 404 Packaging Corp of America shares in Q1 2021, an estimated $56K.
TRUE Private Wealth Advisors first reported a position in Packaging Corp of America in Q2 2020 and held it in 3 quarters.
TRUE Private Wealth Advisors's Packaging Corp of America position peaked at $56K in Q4 2020.
587 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.