MFT
WRK

Moisand Fitzgerald Tamayo’s WestRock Company WRK Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-20
Closed -$703 – 824
2022
Q4 		$703 Hold
20
– – ﹤0.01% 716
2022
Q3 		$1K Buy
+20
New +$790 ﹤0.01% 676
2019
Q1 		– Sell
-78
Closed -$3K – 289
2018
Q4 		$3K Hold
78
– – ﹤0.01% 242
2018
Q3 		$4K Hold
78
– – ﹤0.01% 256
2018
Q2 		$4K Hold
78
– – ﹤0.01% 240
2018
Q1 		$5K Buy
+78
New +$5.15K ﹤0.01% 254

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WRK Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 20 shares — an estimated $703 sold.

Moisand Fitzgerald Tamayo first reported a position in WRK in Q1 2018 and held it in 6 quarters. The position peaked at $5K in Q1 2018. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

  • Moisand Fitzgerald Tamayo reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 20 WestRock Company shares in Q1 2023, an estimated $703.
  • Moisand Fitzgerald Tamayo first reported a position in WestRock Company in Q1 2018 and held it in 6 quarters.
  • Moisand Fitzgerald Tamayo's WestRock Company position peaked at $5K in Q1 2018.
  • 562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.