Legacy Financial Group (Iowa)
WRK

Legacy Financial Group (Iowa)’s WestRock Company WRK Stock Holding History

Legacy Financial Group (Iowa)’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
-134
Closed -$4.79K – 546
2023
Q3 		$4.79K Buy
+134
New +$4.39K ﹤0.01% 386

Other funds holding WRK

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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
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Legacy Financial Group (Iowa)'s WRK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of WestRock Company (WRK) in Q4 2023, closing a stake of 134 shares — an estimated $4.79K sold.

Legacy Financial Group (Iowa) first reported a position in WRK in Q3 2023 and held it in 1 quarter. The position peaked at $4.79K in Q3 2023. 611 funds tracked by Wall St. Rank hold WRK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining WestRock Company position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 134 WestRock Company shares in Q4 2023, an estimated $4.79K.
  • Legacy Financial Group (Iowa) first reported a position in WestRock Company in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s WestRock Company position peaked at $4.79K in Q3 2023.
  • 611 funds tracked by Wall St. Rank held WestRock Company as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.