MFS
WRK

Monetta Financial Services’s WestRock Company WRK Stock Holding History

Monetta Financial Services’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
2022
Q3 		– Sell
-12,000
Closed -$478K – 72
2022
Q2 		$478K Buy
+12,000
New +$564K 0.5% 49

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Monetta Financial Services's WRK Position: Q3 2022 in Review

Monetta Financial Services sold out of WestRock Company (WRK) in Q3 2022, closing a stake of 12,000 shares — an estimated $478K sold.

Monetta Financial Services first reported a position in WRK in Q2 2022 and held it in 1 quarter. The position peaked at $478K in Q2 2022. 576 funds tracked by Wall St. Rank hold WRK as of Q3 2022.

  • Monetta Financial Services reported no remaining WestRock Company position as of Q3 2022 after selling out during the quarter.
  • Monetta Financial Services sold 12,000 WestRock Company shares in Q3 2022, an estimated $478K.
  • Monetta Financial Services first reported a position in WestRock Company in Q2 2022 and held it in 1 quarter.
  • Monetta Financial Services's WestRock Company position peaked at $478K in Q2 2022.
  • 576 funds tracked by Wall St. Rank held WestRock Company as of Q3 2022.

Based on Monetta Financial Services's 13F filing for Q3 2022, filed 9 Nov 2022.