LF
WRK

Lee Financial’s WestRock Company WRK Stock Holding History

Lee Financial’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
-49
Closed -$1.72K – 976
2022
Q4 		$1.72K Buy
+49
New +$1.71K ﹤0.01% 722
2022
Q3 		– Sell
-43
Closed -$2K – 1053
2022
Q2 		$2K Hold
43
– – ﹤0.01% 754
2022
Q1 		$2K Buy
+43
New +$1.96K ﹤0.01% 699

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 $6.07B AUM 11.2% 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 $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lee Financial's WRK Position: Q1 2023 in Review

Lee Financial sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 49 shares — an estimated $1.72K sold.

Lee Financial first reported a position in WRK in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

  • Lee Financial reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 49 WestRock Company shares in Q1 2023, an estimated $1.72K.
  • Lee Financial first reported a position in WestRock Company in Q1 2022 and held it in 3 quarters.
  • Lee Financial's WestRock Company position peaked at $2K in Q2 2022.
  • 562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.