IUHSA
WRK

Itau Unibanco Holding S.A.’s WestRock Company WRK Stock Holding History

Itau Unibanco Holding S.A.’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
Q3 		– Sell
-2,143
Closed -$62.3K – 582
2023
Q2 		$62.3K Buy
+2,143
New +$62.2K ﹤0.01% 304
2023
Q1 		– Sell
-2,780
Closed -$98.1K – 631
2022
Q4 		$98.1K Sell
2,780
-5,937
-68% -$207K ﹤0.01% 297
2022
Q3 		$269K Buy
8,717
+8,192
+1,560% +$324K 0.01% 193
2022
Q2 		$21K Sell
525
-32
-6% -$1.5K ﹤0.01% 391
2022
Q1 		$26K Hold
557
– – ﹤0.01% 362
2021
Q4 		$25K Buy
+557
New +$26.2K ﹤0.01% 356
2019
Q2 		– Sell
-5,298
Closed -$194K – 838
2019
Q1 		$194K Hold
5,298
– – 0.01% 198
2018
Q4 		$194K Buy
5,298
+119
+2% +$5.25K 0.01% 198
2018
Q3 		$277K Sell
5,179
-8
-0.2% -$448 0.02% 199
2018
Q2 		$295K Sell
5,187
-93
-2% -$5.7K 0.03% 199
2018
Q1 		$339K Buy
5,280
+3,290
+165% +$217K ﹤0.01% 278
2017
Q4 		$126K Sell
1,990
-1,883
-49% -$114K 0.01% 332
2017
Q3 		$695K Buy
3,873
+3,493
+919% +$199K 0.05% 224
2017
Q2 		$22K Buy
+380
New +$20.6K ﹤0.01% 408

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Itau Unibanco Holding S.A.'s WRK Position: Q3 2023 in Review

Itau Unibanco Holding S.A. sold out of WestRock Company (WRK) in Q3 2023, closing a stake of 2,143 shares — an estimated $62.3K sold.

Itau Unibanco Holding S.A. first reported a position in WRK in Q2 2017 and held it in 14 quarters. The position peaked at $695K in Q3 2017. 593 funds tracked by Wall St. Rank hold WRK as of Q3 2023.

  • Itau Unibanco Holding S.A. reported no remaining WestRock Company position as of Q3 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 2,143 WestRock Company shares in Q3 2023, an estimated $62.3K.
  • Itau Unibanco Holding S.A. first reported a position in WestRock Company in Q2 2017 and held it in 14 quarters.
  • Itau Unibanco Holding S.A.'s WestRock Company position peaked at $695K in Q3 2017.
  • 593 funds tracked by Wall St. Rank held WestRock Company as of Q3 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2023, filed 14 Nov 2023.