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WR Wealth Planners’s Packaging Corp of America PKG Stock Holding History

WR Wealth Planners’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
Q4 		$1.13K Hold
5
– – ﹤0.01% 919
2024
Q3 		$1.08K Hold
5
– – ﹤0.01% 968
2024
Q2 		$913 Hold
5
– – ﹤0.01% 967
2024
Q1 		$949 Buy
+5
New +$867 ﹤0.01% 973

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's PKG Position: Q4 2024 in Review

WR Wealth Planners held its Packaging Corp of America (PKG) position steady in Q4 2024 at 5 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

WR Wealth Planners first reported a position in PKG in Q1 2024 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold PKG as of Q4 2024.

  • WR Wealth Planners held 5 shares of Packaging Corp of America worth $1.13K as of Q4 2024.
  • WR Wealth Planners left its Packaging Corp of America share count unchanged in Q4 2024.
  • Packaging Corp of America made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #919 holding.
  • WR Wealth Planners first reported a position in Packaging Corp of America in Q1 2024 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.