GCWM
WRK

Graham Capital Wealth Management’s WestRock Company WRK Stock Holding History

Graham Capital Wealth Management’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
Q1 		– Sell
-34,970
Closed -$1.23M – 182
2022
Q4 		$1.23M Sell
34,970
-2,610
-7% -$91K 2.2% 16
2022
Q3 		$1.16M Buy
+37,580
New +$1.48M 1.39% 22

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Graham Capital Wealth Management's WRK Position: Q1 2023 in Review

Graham Capital Wealth Management sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 34,970 shares — an estimated $1.23M sold.

Graham Capital Wealth Management first reported a position in WRK in Q3 2022 and held it in 2 quarters. The position peaked at $1.23M in Q4 2022. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

  • Graham Capital Wealth Management reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 34,970 WestRock Company shares in Q1 2023, an estimated $1.23M.
  • Graham Capital Wealth Management first reported a position in WestRock Company in Q3 2022 and held it in 2 quarters.
  • Graham Capital Wealth Management's WestRock Company position peaked at $1.23M in Q4 2022.
  • 562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Graham Capital Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.