IAIM
WRK

Industrial Alliance Investment Management’s WestRock Company WRK Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-8,649
Closed -$264K – 525
2023
Q1 		$264K Buy
+8,649
New +$285K 0.01% 423

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Industrial Alliance Investment Management's WRK Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of WestRock Company (WRK) in Q2 2023, closing a stake of 8,649 shares — an estimated $264K sold.

Industrial Alliance Investment Management first reported a position in WRK in Q1 2023 and held it in 1 quarter. The position peaked at $264K in Q1 2023. 572 funds tracked by Wall St. Rank hold WRK as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining WestRock Company position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 8,649 WestRock Company shares in Q2 2023, an estimated $264K.
  • Industrial Alliance Investment Management first reported a position in WestRock Company in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's WestRock Company position peaked at $264K in Q1 2023.
  • 572 funds tracked by Wall St. Rank held WestRock Company as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.