SEC 13F Intelligence

Phoenix Wealth Advisors / PKG

Phoenix Wealth Advisors’s Packaging Corp Amer Position

Does Phoenix Wealth Advisors own Packaging Corp Amer (PKG)? Not currently — the last reported position was 13.2K shares worth $2M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2022
Shares
13.2K
% of Portfolio
+1.02%
Quarters Held
9
position exited

Position History PKG

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202213.2K$2M+1.02%
Q3 202213.8K$2M+1.55%
Q2 202214.3K$2M+1.94%
Q1 202214.6K$2M+2.31%
Q4 202115.1K$2M+1.56%
Q3 202115.5K$2M+1.60%
Q2 202115.4K$2M+1.51%
Q1 202114.9K$2M+1.57%
Q4 20209.5K$1M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phoenix Wealth Advisors’s full portfolio or all institutional holders of PKG.