MFG
WRK

MidWestOne Financial Group’s WestRock Company WRK Stock Holding History

MidWestOne Financial Group’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
-11,451
Closed -$475K – 304
2023
Q4 		$475K Sell
11,451
-7,578
-40% -$291K 0.09% 205
2023
Q3 		$681K Sell
19,029
-10,457
-35% -$343K 0.15% 160
2023
Q2 		$857K Buy
29,486
+10,127
+52% +$294K 0.19% 135
2023
Q1 		$590K Buy
19,359
+10,916
+129% +$360K 0.13% 173
2022
Q4 		$297K Sell
8,443
-41
-0.5% -$1.43K 0.07% 212
2022
Q3 		$262K Buy
8,484
+47
+0.6% +$1.86K 0.07% 206
2022
Q2 		$336K Sell
8,437
-169
-2% -$7.95K 0.08% 184
2022
Q1 		$405K Buy
8,606
+300
+4% +$13.7K 0.09% 192
2021
Q4 		$368K Buy
8,306
+1,109
+15% +$52.2K 0.08% 191
2021
Q3 		$359K Buy
7,197
+231
+3% +$11.7K 0.08% 183
2021
Q2 		$371K Sell
6,966
-163
-2% -$9.12K 0.09% 177
2021
Q1 		$371K Buy
7,129
+2,190
+44% +$102K 0.09% 169
2020
Q4 		$215K Buy
+4,939
New +$204K 0.06% 199

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 $6.07B AUM 11.2% 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

MidWestOne Financial Group's WRK Position: Q1 2024 in Review

MidWestOne Financial Group sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 11,451 shares — an estimated $475K sold.

MidWestOne Financial Group first reported a position in WRK in Q4 2020 and held it in 13 quarters. The position peaked at $857K in Q2 2023. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

  • MidWestOne Financial Group reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
  • MidWestOne Financial Group sold 11,451 WestRock Company shares in Q1 2024, an estimated $475K.
  • MidWestOne Financial Group first reported a position in WestRock Company in Q4 2020 and held it in 13 quarters.
  • MidWestOne Financial Group's WestRock Company position peaked at $857K in Q2 2023.
  • 589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on MidWestOne Financial Group's 13F filing for Q1 2024, filed 15 May 2024.