IIC
WRK

Ironwood Investment Counsel’s WestRock Company WRK Stock Holding History

Ironwood Investment Counsel’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
2021
Q1 		– Sell
-5,740
Closed -$249K – 224
2020
Q4 		$249K Buy
+5,740
New +$237K 0.06% 182

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Ironwood Investment Counsel's WRK Position: Q1 2021 in Review

Ironwood Investment Counsel sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 5,740 shares — an estimated $249K sold.

Ironwood Investment Counsel first reported a position in WRK in Q4 2020 and held it in 1 quarter. The position peaked at $249K in Q4 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

  • Ironwood Investment Counsel reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
  • Ironwood Investment Counsel sold 5,740 WestRock Company shares in Q1 2021, an estimated $249K.
  • Ironwood Investment Counsel first reported a position in WestRock Company in Q4 2020 and held it in 1 quarter.
  • Ironwood Investment Counsel's WestRock Company position peaked at $249K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Ironwood Investment Counsel's 13F filing for Q1 2021, filed 3 May 2021.