GIA
WRK

GHP Investment Advisors’s WestRock Company WRK Stock Holding History

GHP 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
2023
Q2 		– Sell
-15
Closed -$458 – 979
2023
Q1 		$458 Hold
15
– – ﹤0.01% 885
2022
Q4 		$527 Buy
+15
New +$523 ﹤0.01% 892

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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 $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GHP Investment Advisors's WRK Position: Q2 2023 in Review

GHP Investment Advisors sold out of WestRock Company (WRK) in Q2 2023, closing a stake of 15 shares — an estimated $458 sold.

GHP Investment Advisors first reported a position in WRK in Q4 2022 and held it in 2 quarters. The position peaked at $527 in Q4 2022. 572 funds tracked by Wall St. Rank hold WRK as of Q2 2023.

  • GHP Investment Advisors reported no remaining WestRock Company position as of Q2 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 15 WestRock Company shares in Q2 2023, an estimated $458.
  • GHP Investment Advisors first reported a position in WestRock Company in Q4 2022 and held it in 2 quarters.
  • GHP Investment Advisors's WestRock Company position peaked at $527 in Q4 2022.
  • 572 funds tracked by Wall St. Rank held WestRock Company as of Q2 2023.

Based on GHP Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.