DI
WRK

Disciplined Investments’s WestRock Company WRK Stock Holding History

Disciplined Investments’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
-37
Closed -$1.08K – 1656
2023
Q2 		$1.08K Sell
37
-1
-3% -$29 ﹤0.01% 933
2023
Q1 		$1.16K Buy
38
+5
+15% +$165 ﹤0.01% 897
2022
Q4 		$1.16K Buy
33
+16
+94% +$558 ﹤0.01% 838
2022
Q3 		$1K Sell
17
-28
-62% -$1.11K ﹤0.01% 1165
2022
Q2 		$2K Buy
45
+9
+25% +$423 ﹤0.01% 771
2022
Q1 		$2K Buy
+36
New +$1.65K ﹤0.01% 828

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 $8.66B AUM 17.37% 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 $105B AUM 38.07% 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 $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Disciplined Investments's WRK Position: Q3 2023 in Review

Disciplined Investments sold out of WestRock Company (WRK) in Q3 2023, closing a stake of 37 shares — an estimated $1.08K sold.

Disciplined Investments first reported a position in WRK in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 593 funds tracked by Wall St. Rank hold WRK as of Q3 2023.

  • Disciplined Investments reported no remaining WestRock Company position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 37 WestRock Company shares in Q3 2023, an estimated $1.08K.
  • Disciplined Investments first reported a position in WestRock Company in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's WestRock Company position peaked at $2K in Q2 2022.
  • 593 funds tracked by Wall St. Rank held WestRock Company as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.