LexAurum Advisors’s WestRock Company WRK Stock Holding History

LexAurum Advisors’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 Q1	–	Sell	-6,204	Closed	-$258K	–	329
2023 Q4	$258K	Buy	6,204 +49	+0.8%	+$1.88K	0.07%	251
2023 Q3	$220K	Buy	+6,155	New	+$202K	0.06%	250
2023 Q1	–	Sell	-5,996	Closed	-$211K	–	271
2022 Q4	$211K	Buy	+5,996	New	+$209K	0.08%	227
2022 Q3	–	Sell	-5,919	Closed	-$236K	–	266
2022 Q2	$236K	Buy	5,919 +32	+0.5%	+$1.5K	0.09%	207
2022 Q1	$277K	Buy	+5,887	New	+$269K	0.09%	197

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 $6.07B AUM 11.2% 1-Year Est. Return

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

DKCM

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LexAurum Advisors's WRK Position: Q1 2024 in Review

LexAurum Advisors sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 6,204 shares — an estimated $258K sold.

LexAurum Advisors first reported a position in WRK in Q1 2022 and held it in 5 quarters. The position peaked at $277K in Q1 2022. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

LexAurum Advisors reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
LexAurum Advisors sold 6,204 WestRock Company shares in Q1 2024, an estimated $258K.
LexAurum Advisors first reported a position in WestRock Company in Q1 2022 and held it in 5 quarters.
LexAurum Advisors's WestRock Company position peaked at $277K in Q1 2022.
589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on LexAurum Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.