Ken Fisher’s WestRock Company WRK Stock Holding History

Ken Fisher’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 Q4	–	Sell	-871	Closed	-$31.2K	–	1143
2023 Q3	$31.2K	Hold	871	–	–	﹤0.01%	1074
2023 Q2	$25.3K	Buy	871 +99	+13%	+$2.87K	﹤0.01%	1077
2023 Q1	$23.5K	Sell	772 -5,997	-89%	-$198K	﹤0.01%	1027
2022 Q4	$238K	Buy	+6,769	New	+$236K	﹤0.01%	952
2022 Q1	–	Sell	-5,219	Closed	-$232K	–	1022
2021 Q4	$232K	Buy	+5,219	New	+$246K	﹤0.01%	894

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ken Fisher's WRK Position: Q4 2023 in Review

Ken Fisher sold out of WestRock Company (WRK) in Q4 2023, closing a stake of 871 shares — an estimated $31.2K sold.

Ken Fisher first reported a position in WRK in Q4 2021 and held it in 5 quarters. The position peaked at $238K in Q4 2022. 611 funds tracked by Wall St. Rank hold WRK as of Q4 2023.

Ken Fisher reported no remaining WestRock Company position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 871 WestRock Company shares in Q4 2023, an estimated $31.2K.
Ken Fisher first reported a position in WestRock Company in Q4 2021 and held it in 5 quarters.
Ken Fisher's WestRock Company position peaked at $238K in Q4 2022.
611 funds tracked by Wall St. Rank held WestRock Company as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.