Custom Index Systems’s WestRock Company WRK Stock Holding History

Custom Index Systems’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
2024 Q1	–	Sell	-8,113	Closed	-$337K	–	322
2023 Q4	$337K	Buy	+8,113	New	+$312K	0.21%	146

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

DKCM

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Custom Index Systems's WRK Position: Q1 2024 in Review

Custom Index Systems sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 8,113 shares — an estimated $337K sold.

Custom Index Systems first reported a position in WRK in Q4 2023 and held it in 1 quarter. The position peaked at $337K in Q4 2023. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

Custom Index Systems reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
Custom Index Systems sold 8,113 WestRock Company shares in Q1 2024, an estimated $337K.
Custom Index Systems first reported a position in WestRock Company in Q4 2023 and held it in 1 quarter.
Custom Index Systems's WestRock Company position peaked at $337K in Q4 2023.
589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on Custom Index Systems's 13F filing for Q1 2024, filed 14 May 2024.