AS
WRK

Altshuler Shaham’s WestRock Company WRK Stock Holding History

Altshuler Shaham’s Portfolio WRK Stock Details WRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,205
Closed -$97.7K – 415
2023
Q1 		$97.7K Buy
3,205
+159
+5% +$5.25K ﹤0.01% 151
2022
Q4 		$107K Buy
+3,046
New +$106K ﹤0.01% 136
2022
Q2 		– Sell
-3,878
Closed -$182K – 592
2022
Q1 		$182K Buy
3,878
+450
+13% +$20.6K ﹤0.01% 224
2021
Q4 		$152K Buy
+3,428
New +$161K ﹤0.01% 276

Other funds holding WRK

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Altshuler Shaham's WRK Position: Q2 2023 in Review

Altshuler Shaham sold out of WestRock Company (WRK) in Q2 2023, closing a stake of 3,205 shares — an estimated $97.7K sold.

Altshuler Shaham first reported a position in WRK in Q4 2021 and held it in 4 quarters. The position peaked at $182K in Q1 2022. 572 funds tracked by Wall St. Rank hold WRK as of Q2 2023.

  • Altshuler Shaham reported no remaining WestRock Company position as of Q2 2023 after selling out during the quarter.
  • Altshuler Shaham sold 3,205 WestRock Company shares in Q2 2023, an estimated $97.7K.
  • Altshuler Shaham first reported a position in WestRock Company in Q4 2021 and held it in 4 quarters.
  • Altshuler Shaham's WestRock Company position peaked at $182K in Q1 2022.
  • 572 funds tracked by Wall St. Rank held WestRock Company as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.