FSWA
WRK

Financial Synergies Wealth Advisors’s WestRock Company WRK Stock Holding History

Financial Synergies Wealth Advisors’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
-8
Closed -$410 – 506
2024
Q1 		$410 Buy
8
+5
+167% +$218 ﹤0.01% 473
2023
Q4 		$106 Sell
3
-5
-63% -$192 ﹤0.01% 451
2023
Q3 		$292 Hold
8
– – ﹤0.01% 474
2023
Q2 		$235 Buy
8
+4
+100% +$116 ﹤0.01% 479
2023
Q1 		$122 Buy
4
+1
+33% +$33 ﹤0.01% 487
2022
Q4 		$106 Hold
3
– – ﹤0.01% 451
2022
Q3 		$93 Hold
3
– – ﹤0.01% 461
2022
Q2 		$120 Buy
+3
New +$141 ﹤0.01% 480

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's WRK Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 8 shares — an estimated $410 sold.

Financial Synergies Wealth Advisors first reported a position in WRK in Q2 2022 and held it in 8 quarters. The position peaked at $410 in Q1 2024. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 8 WestRock Company shares in Q2 2024, an estimated $410.
  • Financial Synergies Wealth Advisors first reported a position in WestRock Company in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's WestRock Company position peaked at $410 in Q1 2024.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.