KWM
WRK

Kingsview Wealth Management’s WestRock Company WRK Stock Holding History

Kingsview Wealth 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
2024
Q2 		– Sell
-54,442
Closed -$2.69M – 1129
2024
Q1 		$2.69M Buy
+54,442
New +$2.38M 0.07% 264

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kingsview Wealth Management's WRK Position: Q2 2024 in Review

Kingsview Wealth Management sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 54,442 shares — an estimated $2.69M sold.

Kingsview Wealth Management first reported a position in WRK in Q1 2024 and held it in 1 quarter. The position peaked at $2.69M in Q1 2024. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Kingsview Wealth Management reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 54,442 WestRock Company shares in Q2 2024, an estimated $2.69M.
  • Kingsview Wealth Management first reported a position in WestRock Company in Q1 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's WestRock Company position peaked at $2.69M in Q1 2024.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.