IWA
WRK

Icon Wealth Advisors’s WestRock Company WRK Stock Holding History

Icon Wealth Advisors’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
-17,691
Closed -$875K – 509
2024
Q1 		$875K Buy
17,691
+2,185
+14% +$95.5K 0.08% 146
2023
Q4 		$644K Buy
+15,506
New +$596K 0.07% 161
2022
Q4 		$545K Buy
+15,506
New +$541K 0.06% 182

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

Icon Wealth Advisors's WRK Position: Q2 2024 in Review

Icon Wealth Advisors sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 17,691 shares — an estimated $875K sold.

Icon Wealth Advisors first reported a position in WRK in Q4 2022 and held it in 3 quarters. The position peaked at $875K in Q1 2024. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Icon Wealth Advisors reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 17,691 WestRock Company shares in Q2 2024, an estimated $875K.
  • Icon Wealth Advisors first reported a position in WestRock Company in Q4 2022 and held it in 3 quarters.
  • Icon Wealth Advisors's WestRock Company position peaked at $875K in Q1 2024.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.