GBT
WRK

Grove Bank & Trust’s WestRock Company WRK Stock Holding History

Grove Bank & Trust’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
-659
Closed -$23K – 756
2022
Q4 		$23K Buy
+659
New +$23K 0.01% 444
2017
Q4 		– Sell
-100
Closed -$6K – 578
2017
Q3 		$6K Sell
100
-70
-41% -$4K ﹤0.01% 516
2017
Q2 		$10K Buy
170
+100
+143% +$5.42K 0.01% 476
2017
Q1 		$4K Hold
70
– – ﹤0.01% 463
2016
Q4 		$4K Buy
+70
New +$3.44K ﹤0.01% 499

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 $6.07B AUM 11.2% 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

Grove Bank & Trust's WRK Position: Q1 2023 in Review

Grove Bank & Trust sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 659 shares — an estimated $23K sold.

Grove Bank & Trust first reported a position in WRK in Q4 2016 and held it in 5 quarters. The position peaked at $23K in Q4 2022. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

  • Grove Bank & Trust reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 659 WestRock Company shares in Q1 2023, an estimated $23K.
  • Grove Bank & Trust first reported a position in WestRock Company in Q4 2016 and held it in 5 quarters.
  • Grove Bank & Trust's WestRock Company position peaked at $23K in Q4 2022.
  • 562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Grove Bank & Trust's 13F filing for Q1 2023, filed 10 May 2023.