HBW
WRK

Hazlett, Burt & Watson’s WestRock Company WRK Stock Holding History

Hazlett, Burt & Watson’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
-527
Closed -$19K – 704
2022
Q4 		$19K Buy
527
+352
+201% +$12.3K 0.02% 397
2022
Q3 		$5K Buy
+175
New +$6.91K ﹤0.01% 518

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

Hazlett, Burt & Watson's WRK Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 527 shares — an estimated $19K sold.

Hazlett, Burt & Watson first reported a position in WRK in Q3 2022 and held it in 2 quarters. The position peaked at $19K in Q4 2022. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 527 WestRock Company shares in Q1 2023, an estimated $19K.
  • Hazlett, Burt & Watson first reported a position in WestRock Company in Q3 2022 and held it in 2 quarters.
  • Hazlett, Burt & Watson's WestRock Company position peaked at $19K in Q4 2022.
  • 562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.