Laird Norton Wetherby Wealth Management’s WestRock Company WRK Stock Holding History

Laird Norton Wetherby 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	-4,094	Closed	-$202K	–	986
2024 Q1	$202K	Buy	+4,094	New	+$179K	0.01%	883
2020 Q1	–	Sell	-5,929	Closed	-$254K	–	759
2019 Q4	$254K	Buy	+5,929	New	+$231K	0.03%	586
2019 Q2	–	Sell	-9,647	Closed	-$370K	–	705
2019 Q1	$370K	Sell	9,647 -358	-4%	-$14K	0.05%	447
2018 Q4	$378K	Buy	10,005 +5,683	+131%	+$251K	0.05%	399
2018 Q3	$231K	Sell	4,322 -76	-2%	-$4.26K	0.03%	578
2018 Q2	$251K	Sell	4,398 -124	-3%	-$7.61K	0.03%	522
2018 Q1	$290K	Sell	4,522 -53	-1%	-$3.5K	0.04%	488
2017 Q4	$289K	Buy	4,575 +63	+1%	+$3.83K	0.04%	480
2017 Q3	$256K	Buy	4,512 +17	+0.4%	+$971	0.04%	492
2017 Q2	$255K	Buy	4,495 +60	+1%	+$3.25K	0.04%	470
2017 Q1	$231K	Buy	4,435 +166	+4%	+$8.76K	0.04%	488
2016 Q4	$217K	Sell	4,269 -9	-0.2%	-$442	0.04%	482
2016 Q3	$207K	Buy	+4,278	New	+$191K	0.04%	487

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Laird Norton Wetherby Wealth Management's WRK Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 4,094 shares — an estimated $202K sold.

Laird Norton Wetherby Wealth Management first reported a position in WRK in Q3 2016 and held it in 13 quarters. The position peaked at $378K in Q4 2018. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

Laird Norton Wetherby Wealth Management reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,094 WestRock Company shares in Q2 2024, an estimated $202K.
Laird Norton Wetherby Wealth Management first reported a position in WestRock Company in Q3 2016 and held it in 13 quarters.
Laird Norton Wetherby Wealth Management's WestRock Company position peaked at $378K in Q4 2018.
588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

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