NWMG
WRK

National Wealth Management Group’s WestRock Company WRK Stock Holding History

National Wealth Management 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
2023
Q4 		– Sell
-11,878
Closed -$425K – 163
2023
Q3 		$425K Buy
+11,878
New +$389K 0.46% 71

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

National Wealth Management Group's WRK Position: Q4 2023 in Review

National Wealth Management Group sold out of WestRock Company (WRK) in Q4 2023, closing a stake of 11,878 shares — an estimated $425K sold.

National Wealth Management Group first reported a position in WRK in Q3 2023 and held it in 1 quarter. The position peaked at $425K in Q3 2023. 611 funds tracked by Wall St. Rank hold WRK as of Q4 2023.

  • National Wealth Management Group reported no remaining WestRock Company position as of Q4 2023 after selling out during the quarter.
  • National Wealth Management Group sold 11,878 WestRock Company shares in Q4 2023, an estimated $425K.
  • National Wealth Management Group first reported a position in WestRock Company in Q3 2023 and held it in 1 quarter.
  • National Wealth Management Group's WestRock Company position peaked at $425K in Q3 2023.
  • 611 funds tracked by Wall St. Rank held WestRock Company as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.