LFA
WRK

Livelsberger Financial Advisory’s WestRock Company WRK Stock Holding History

Livelsberger Financial Advisory’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
-304
Closed -$12.6K – 217
2023
Q4 		$12.6K Buy
+304
New +$11.7K 0.01% 277

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 $8.66B AUM 17.37% 1-Year Est. Return
State Street
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
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Livelsberger Financial Advisory's WRK Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 304 shares — an estimated $12.6K sold.

Livelsberger Financial Advisory first reported a position in WRK in Q4 2023 and held it in 1 quarter. The position peaked at $12.6K in Q4 2023. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 304 WestRock Company shares in Q1 2024, an estimated $12.6K.
  • Livelsberger Financial Advisory first reported a position in WestRock Company in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's WestRock Company position peaked at $12.6K in Q4 2023.
  • 589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.