Briaud Financial Planning’s WestRock Company WRK Stock Holding History

Briaud Financial Planning’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 Q4	–	Sell	-20	Closed	–	–	176
2023 Q3	$0	Buy	+20	New	+$656	﹤0.01%	178

Other funds holding WRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Briaud Financial Planning's WRK Position: Q4 2023 in Review

Briaud Financial Planning sold out of WestRock Company (WRK) in Q4 2023, closing a stake of 20 shares.

Briaud Financial Planning first reported a position in WRK in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 611 funds tracked by Wall St. Rank hold WRK as of Q4 2023.

Briaud Financial Planning reported no remaining WestRock Company position as of Q4 2023 after selling out during the quarter.
Briaud Financial Planning sold 20 WestRock Company shares in Q4 2023.
Briaud Financial Planning first reported a position in WestRock Company in Q3 2023 and held it in 1 quarter.
Briaud Financial Planning's WestRock Company position peaked at $0 in Q3 2023.
611 funds tracked by Wall St. Rank held WestRock Company as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.