CA
WRK

Crewe Advisors’s WestRock Company WRK Stock Holding History

Crewe Advisors’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
-270
Closed -$9.67K – 722
2023
Q3 		$9.67K Hold
270
– – ﹤0.01% 246
2023
Q2 		$7.85K Buy
270
+135
+100% +$3.92K ﹤0.01% 432
2023
Q1 		$4.11K Hold
135
– – ﹤0.01% 655
2022
Q4 		$4.75K Sell
135
-460
-77% -$16K ﹤0.01% 684
2022
Q3 		$18K Sell
595
-200
-25% -$7.9K ﹤0.01% 496
2022
Q2 		$32K Buy
795
+165
+26% +$7.76K 0.01% 348
2022
Q1 		$30K Sell
630
-70
-10% -$3.2K 0.01% 269
2021
Q4 		$31K Buy
+700
New +$32.9K 0.01% 227

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
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Crewe Advisors's WRK Position: Q4 2023 in Review

Crewe Advisors sold out of WestRock Company (WRK) in Q4 2023, closing a stake of 270 shares — an estimated $9.67K sold.

Crewe Advisors first reported a position in WRK in Q4 2021 and held it in 8 quarters. The position peaked at $32K in Q2 2022. 611 funds tracked by Wall St. Rank hold WRK as of Q4 2023.

  • Crewe Advisors reported no remaining WestRock Company position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 270 WestRock Company shares in Q4 2023, an estimated $9.67K.
  • Crewe Advisors first reported a position in WestRock Company in Q4 2021 and held it in 8 quarters.
  • Crewe Advisors's WestRock Company position peaked at $32K in Q2 2022.
  • 611 funds tracked by Wall St. Rank held WestRock Company as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.