LWP
WRK

Lumature Wealth Partners’s WestRock Company WRK Stock Holding History

Lumature Wealth Partners’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
Q2 		$4.24K Hold
146
– – ﹤0.01% 345
2023
Q1 		$4.45K Buy
+146
New +$4.82K ﹤0.01% 341

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lumature Wealth Partners's WRK Position: Q2 2023 in Review

Lumature Wealth Partners held its WestRock Company (WRK) position steady in Q2 2023 at 146 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Lumature Wealth Partners first reported a position in WRK in Q1 2023 and has held it in 2 quarters since. The position peaked at $4.45K in Q1 2023. 572 funds tracked by Wall St. Rank hold WRK as of Q2 2023.

  • Lumature Wealth Partners held 146 shares of WestRock Company worth $4.24K as of Q2 2023.
  • Lumature Wealth Partners left its WestRock Company share count unchanged in Q2 2023.
  • WestRock Company made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #345 holding.
  • Lumature Wealth Partners first reported a position in WestRock Company in Q1 2023 and has held it in 2 quarters since.
  • Lumature Wealth Partners's WestRock Company position peaked at $4.45K in Q1 2023.
  • 572 funds tracked by Wall St. Rank held WestRock Company as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.