JFGIW
WRK

Johnson Financial Group Inc (Wisconsin)’s WestRock Company WRK Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-26
Closed -$914 – 725
2022
Q4 		$914 Hold
26
– – ﹤0.01% 602
2022
Q3 		$1K Buy
+26
New +$1.03K ﹤0.01% 633
2022
Q1 		– Sell
-16
Closed -$1K – 845
2021
Q4 		$1K Sell
16
-16
-50% -$753 ﹤0.01% 762
2021
Q3 		$2K Hold
32
– – ﹤0.01% 660
2021
Q2 		$2K Buy
+32
New +$1.79K ﹤0.01% 671

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s WRK Position: Q1 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 26 shares — an estimated $914 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WRK in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2021. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 26 WestRock Company shares in Q1 2023, an estimated $914.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in WestRock Company in Q2 2021 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s WestRock Company position peaked at $2K in Q3 2021.
  • 562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2023, filed 12 May 2023.