Cyndeo Wealth Partners’s WestRock Company WRK Stock Holding History

Cyndeo Wealth Partners’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	-110,402	Closed	-$4.58M	–	403
2023 Q4	$4.58M	Buy	+110,402	New	+$4.25M	0.42%	81

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

Cyndeo Wealth Partners's WRK Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 110,402 shares — an estimated $4.58M sold.

Cyndeo Wealth Partners first reported a position in WRK in Q4 2023 and held it in 1 quarter. The position peaked at $4.58M in Q4 2023. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

Cyndeo Wealth Partners reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 110,402 WestRock Company shares in Q1 2024, an estimated $4.58M.
Cyndeo Wealth Partners first reported a position in WestRock Company in Q4 2023 and held it in 1 quarter.
Cyndeo Wealth Partners's WestRock Company position peaked at $4.58M in Q4 2023.
589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.