HGERS
SW

Householder Group Estate & Retirement Specialist’s Smurfit Westrock SW Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-305
Closed -$15K – 1275
2024
Q3 		$15K Buy
+305
New +$13.9K ﹤0.01% 757

Other funds holding SW

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Smurfit Westrock (SW) in Q4 2024, closing a stake of 305 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in SW in Q3 2024 and held it in 1 quarter. The position peaked at $15K in Q3 2024. 602 funds tracked by Wall St. Rank hold SW as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Smurfit Westrock position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 305 Smurfit Westrock shares in Q4 2024, an estimated $15K.
  • Householder Group Estate & Retirement Specialist first reported a position in Smurfit Westrock in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Smurfit Westrock position peaked at $15K in Q3 2024.
  • 602 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.