CTWM
WRK

Cherry Tree Wealth Management’s WestRock Company WRK Stock Holding History

Cherry Tree Wealth Management’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
Q3 		– Sell
-6
Closed -$160 – 626
2023
Q2 		$160 Buy
+6
New +$174 ﹤0.01% 598

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cherry Tree Wealth Management's WRK Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of WestRock Company (WRK) in Q3 2023, closing a stake of 6 shares — an estimated $160 sold.

Cherry Tree Wealth Management first reported a position in WRK in Q2 2023 and held it in 1 quarter. The position peaked at $160 in Q2 2023. 593 funds tracked by Wall St. Rank hold WRK as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining WestRock Company position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 6 WestRock Company shares in Q3 2023, an estimated $160.
  • Cherry Tree Wealth Management first reported a position in WestRock Company in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's WestRock Company position peaked at $160 in Q2 2023.
  • 593 funds tracked by Wall St. Rank held WestRock Company as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.