FIA
WRK

Foundations Investment Advisors’s WestRock Company WRK Stock Holding History

Foundations Investment 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
-4,574
Closed -$226K – 811
2024
Q1 		$226K Buy
+4,574
New +$200K 0.01% 648
2023
Q4 		– Sell
-12,790
Closed -$458K – 736
2023
Q3 		$458K Sell
12,790
-454
-3% -$14.9K 0.01% 408
2023
Q2 		$385K Sell
13,244
-793
-6% -$23K 0.01% 413
2023
Q1 		$428K Buy
14,037
+426
+3% +$14.1K 0.02% 344
2022
Q4 		$479K Buy
13,611
+2,112
+18% +$73.6K 0.02% 284
2022
Q3 		$355K Buy
11,499
+3,887
+51% +$154K 0.02% 301
2022
Q2 		$306K Sell
7,612
-135
-2% -$6.35K 0.01% 297
2022
Q1 		$387K Sell
7,747
-74
-0.9% -$3.38K 0.02% 229
2021
Q4 		$360K Buy
7,821
+1,799
+30% +$84.7K 0.01% 245
2021
Q3 		$311K Sell
6,022
-85
-1% -$4.29K 0.01% 244
2021
Q2 		$323K Sell
6,107
-230
-4% -$12.9K 0.02% 223
2021
Q1 		$335K Sell
6,337
-7,894
-55% -$368K 0.02% 169
2020
Q4 		$644K Sell
14,231
-15,288
-52% -$631K 0.04% 100
2020
Q3 		$1.03M Sell
29,519
-15,174
-34% -$469K 0.23% 69
2020
Q2 		$1.26M Sell
44,693
-4,097
-8% -$116K 0.11% 62
2020
Q1 		$1.3M Buy
+48,790
New +$1.75M 0.15% 30

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $235B AUM 32.99% 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

Foundations Investment Advisors's WRK Position: Q2 2024 in Review

Foundations Investment Advisors sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 4,574 shares — an estimated $226K sold.

Foundations Investment Advisors first reported a position in WRK in Q1 2020 and held it in 16 quarters. The position peaked at $1.3M in Q1 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Foundations Investment Advisors reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,574 WestRock Company shares in Q2 2024, an estimated $226K.
  • Foundations Investment Advisors first reported a position in WestRock Company in Q1 2020 and held it in 16 quarters.
  • Foundations Investment Advisors's WestRock Company position peaked at $1.3M in Q1 2020.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.