IPW
WRK

Impact Partnership Wealth’s WestRock Company WRK Stock Holding History

Impact Partnership Wealth’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
-30
Closed -$1.48K – 722
2024
Q1 		$1.48K Sell
30
-136
-82% -$5.94K ﹤0.01% 598
2023
Q4 		$6.9K Sell
166
-7,409
-98% -$285K ﹤0.01% 545
2023
Q3 		$271K Buy
7,575
+6,930
+1,074% +$227K 0.08% 139
2023
Q2 		$18.8K Buy
+645
New +$18.7K 0.01% 350

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

Impact Partnership Wealth's WRK Position: Q2 2024 in Review

Impact Partnership Wealth sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 30 shares — an estimated $1.48K sold.

Impact Partnership Wealth first reported a position in WRK in Q2 2023 and held it in 4 quarters. The position peaked at $271K in Q3 2023. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Impact Partnership Wealth reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 30 WestRock Company shares in Q2 2024, an estimated $1.48K.
  • Impact Partnership Wealth first reported a position in WestRock Company in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's WestRock Company position peaked at $271K in Q3 2023.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.