Meridian Financial Partners’s WestRock Company WRK Stock Holding History

Meridian Financial 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
2024 Q1	–	Sell	-7,256	Closed	-$294K	–	55
2023 Q4	$294K	Sell	7,256 -14,267	-66%	-$549K	0.3%	42
2023 Q3	$761K	Buy	21,523 +659	+3%	+$21.6K	0.78%	29
2023 Q2	$633K	Buy	20,864 +1,321	+7%	+$38.3K	0.38%	54
2023 Q1	$599K	Buy	19,543 +1,468	+8%	+$48.4K	0.68%	28
2022 Q4	$659K	Buy	18,075 +184	+1%	+$6.41K	0.74%	29
2022 Q3	$566K	Buy	17,891 +890	+5%	+$35.2K	0.8%	26
2022 Q2	$710K	Buy	17,001 +904	+6%	+$42.5K	0.48%	50
2022 Q1	$757K	Buy	+16,097	New	+$735K	1.13%	24

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 $8.66B AUM 17.37% 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

Meridian Financial Partners's WRK Position: Q1 2024 in Review

Meridian Financial Partners sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 7,256 shares — an estimated $294K sold.

Meridian Financial Partners first reported a position in WRK in Q1 2022 and held it in 8 quarters. The position peaked at $761K in Q3 2023. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

Meridian Financial Partners reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
Meridian Financial Partners sold 7,256 WestRock Company shares in Q1 2024, an estimated $294K.
Meridian Financial Partners first reported a position in WestRock Company in Q1 2022 and held it in 8 quarters.
Meridian Financial Partners's WestRock Company position peaked at $761K in Q3 2023.
589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on Meridian Financial Partners's 13F filing for Q1 2024, filed 17 Apr 2024.