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WAM
Wealthspire Advisors (Maryland)’s
Packaging Corp of America
PKG
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-643
Closed
-$64K
–
1629
2019
Q1
$64K
Sell
643
-53
-8%
-$5.04K
﹤0.01%
805
2018
Q4
$58K
Sell
696
-485
-41%
-$45.1K
0.01%
798
2018
Q3
$130K
Sell
1,181
-138
-10%
-$15.6K
0.01%
587
2018
Q2
$147K
Sell
1,319
-103
-7%
-$12K
0.01%
562
2018
Q1
$160K
Sell
1,422
-230
-14%
-$27.7K
0.02%
541
2017
Q4
$199K
Buy
1,652
+25
+2%
+$2.9K
0.02%
492
2017
Q3
$187K
Sell
1,627
-294
-15%
-$32.9K
0.02%
498
2017
Q2
$214K
Sell
1,921
-229
-11%
-$23.1K
0.03%
431
2017
Q1
$197K
Buy
2,150
+231
+12%
+$21.2K
0.03%
398
2016
Q4
$163K
Sell
1,919
-464
-19%
-$38.9K
0.02%
423
2016
Q3
$194K
Buy
2,383
+9
+0.4%
+$688
0.03%
394
2016
Q2
$159K
Buy
2,374
+843
+55%
+$55.1K
0.03%
428
2016
Q1
$92K
Buy
1,531
+55
+4%
+$2.95K
0.02%
539
2015
Q4
$93K
Buy
+1,476
New
+$97.3K
0.02%
545
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
N
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$369B AUM
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$46.4B AUM
27.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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