GI
WRK

Gradient Investments’s WestRock Company WRK Stock Holding History

Gradient Investments’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
-20
Closed -$989 – 1489
2024
Q1 		$989 Sell
20
-22
-52% -$961 ﹤0.01% 912
2023
Q4 		$1.74K Hold
42
– – ﹤0.01% 1265
2023
Q3 		$1.5K Sell
42
-30
-42% -$984 ﹤0.01% 1254
2023
Q2 		$2.09K Buy
72
+61
+555% +$1.77K ﹤0.01% 1147
2023
Q1 		$335 Hold
11
– – ﹤0.01% 1322
2022
Q4 		$387 Hold
11
– – ﹤0.01% 1325
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1582
2022
Q2 		$0 Sell
11
-139
-93% -$6.54K ﹤0.01% 1416
2022
Q1 		$7K Buy
+150
New +$6.85K ﹤0.01% 849
2021
Q3 		– Sell
-42
Closed -$2K – 1276
2021
Q2 		$2K Hold
42
– – ﹤0.01% 1029
2021
Q1 		$2K Hold
42
– – ﹤0.01% 1039
2020
Q4 		$1K Sell
42
-91
-68% -$3.75K ﹤0.01% 1106
2020
Q3 		$5K Hold
133
– – ﹤0.01% 830
2020
Q2 		$4K Hold
133
– – ﹤0.01% 808
2020
Q1 		$4K Sell
133
-31
-19% -$1.11K ﹤0.01% 831
2019
Q4 		$7K Sell
164
-66
-29% -$2.57K ﹤0.01% 776
2019
Q3 		$8K Hold
230
– – ﹤0.01% 723
2019
Q2 		$8K Buy
230
+73
+46% +$2.68K ﹤0.01% 713
2019
Q1 		$6K Sell
157
-255
-62% -$9.98K ﹤0.01% 635
2018
Q4 		$16K Sell
412
-166,451
-100% -$7.34M ﹤0.01% 497
2018
Q3 		$8.92M Buy
+166,863
New +$9.35M 0.46% 61
2017
Q3 		– Sell
-27
Closed -$2K – 749
2017
Q2 		$2K Buy
+27
New +$1.46K ﹤0.01% 701

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

Gradient Investments's WRK Position: Q2 2024 in Review

Gradient Investments sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 20 shares — an estimated $989 sold.

Gradient Investments first reported a position in WRK in Q2 2017 and held it in 22 quarters. The position peaked at $8.92M in Q3 2018. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Gradient Investments reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 20 WestRock Company shares in Q2 2024, an estimated $989.
  • Gradient Investments first reported a position in WestRock Company in Q2 2017 and held it in 22 quarters.
  • Gradient Investments's WestRock Company position peaked at $8.92M in Q3 2018.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.