GWMI
WRK

Guardian Wealth Management (Illinois)’s WestRock Company WRK Stock Holding History

Guardian Wealth Management (Illinois)’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
-164
Closed -$8.1K – 255
2024
Q1 		$8.1K Buy
164
+1
+0.6% +$44 0.01% 175
2023
Q4 		$6.75K Buy
163
+2
+1% +$77 0.01% 183
2023
Q3 		$5.77K Buy
161
+1
+0.6% +$33 0.01% 179
2023
Q2 		$4.65K Sell
160
-84
-34% -$2.44K ﹤0.01% 183
2023
Q1 		$7.45K Buy
244
+87
+55% +$2.87K 0.01% 177
2022
Q4 		$5.52K Buy
+157
New +$5.47K 0.01% 193

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

Guardian Wealth Management (Illinois)'s WRK Position: Q2 2024 in Review

Guardian Wealth Management (Illinois) sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 164 shares — an estimated $8.1K sold.

Guardian Wealth Management (Illinois) first reported a position in WRK in Q4 2022 and held it in 6 quarters. The position peaked at $8.1K in Q1 2024. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Guardian Wealth Management (Illinois) reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 164 WestRock Company shares in Q2 2024, an estimated $8.1K.
  • Guardian Wealth Management (Illinois) first reported a position in WestRock Company in Q4 2022 and held it in 6 quarters.
  • Guardian Wealth Management (Illinois)'s WestRock Company position peaked at $8.1K in Q1 2024.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2024, filed 8 Aug 2024.