Empower Advisory Group’s WestRock Company WRK Stock Holding History

Empower Advisory Group’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 Q2	–	Sell	-5,398	Closed	-$267K	–	524
2024 Q1	$267K	Sell	5,398 -750	-12%	-$32.8K	﹤0.01%	432
2023 Q4	$255K	Sell	6,148 -499	-8%	-$19.2K	﹤0.01%	423
2023 Q3	$238K	Sell	6,647 -1,538	-19%	-$50.4K	﹤0.01%	425
2023 Q2	$238K	Sell	8,185 -2	-0%	-$58	﹤0.01%	442
2023 Q1	$250K	Buy	+8,187	New	+$270K	﹤0.01%	429

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

DKCM

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Empower Advisory Group's WRK Position: Q2 2024 in Review

Empower Advisory Group sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 5,398 shares — an estimated $267K sold.

Empower Advisory Group first reported a position in WRK in Q1 2023 and held it in 5 quarters. The position peaked at $267K in Q1 2024. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

Empower Advisory Group reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
Empower Advisory Group sold 5,398 WestRock Company shares in Q2 2024, an estimated $267K.
Empower Advisory Group first reported a position in WestRock Company in Q1 2023 and held it in 5 quarters.
Empower Advisory Group's WestRock Company position peaked at $267K in Q1 2024.
588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.