Financial Advisors Network’s WestRock Company WRK Stock Holding History

Financial Advisors Network’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	$234K	Buy	5,630 +19	+0.3%	+$731	0.05%	158
2023 Q3	$201K	Buy	+5,611	New	+$184K	0.05%	156
2020 Q1	–	Sell	-17,564	Closed	-$754K	–	128
2019 Q4	$754K	Sell	17,564 -459	-3%	-$17.9K	0.35%	52
2019 Q3	$657K	Buy	18,023 +785	+5%	+$28K	0.34%	58
2019 Q2	$600K	Buy	17,238 +1,833	+12%	+$67.4K	0.32%	59
2019 Q1	$502K	Buy	+15,405	New	+$603K	0.29%	65
2017 Q1	–	Sell	-626	Closed	-$33.7K	–	472
2016 Q4	$33.7K	Buy	+626	New	+$30.8K	0.03%	158

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Financial Advisors Network's WRK Position: Q4 2023 in Review

Financial Advisors Network increased its WestRock Company (WRK) stake by 0.34% in Q4 2023, buying an estimated $731 and bringing the position to 5,630 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #158.

Financial Advisors Network first reported a position in WRK in Q4 2016 and has held it in 7 quarters since. The position peaked at $754K in Q4 2019. 611 funds tracked by Wall St. Rank hold WRK as of Q4 2023.

Financial Advisors Network held 5,630 shares of WestRock Company worth $234K as of Q4 2023.
Financial Advisors Network bought 19 WestRock Company shares in Q4 2023, an estimated $731.
WestRock Company made up 0.05% of Financial Advisors Network's portfolio in Q4 2023, its #158 holding.
Financial Advisors Network first reported a position in WestRock Company in Q4 2016 and has held it in 7 quarters since.
Financial Advisors Network's WestRock Company position peaked at $754K in Q4 2019.
611 funds tracked by Wall St. Rank held WestRock Company as of Q4 2023.

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