Personal CFO Solutions’s WestRock Company WRK Stock Holding History

Personal CFO Solutions’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	-12,975	Closed	-$465K	–	552
2023 Q3	$465K	Sell	12,975 -2,021	-13%	-$66.3K	0.09%	211
2023 Q2	$436K	Sell	14,996 -2,729	-15%	-$79.2K	0.09%	229
2023 Q1	$540K	Sell	17,725 -14	-0.1%	-$462	0.11%	181
2022 Q4	$624K	Buy	+17,739	New	+$618K	0.13%	155
2019 Q4	–	Sell	-12,918	Closed	-$471K	–	386
2019 Q3	$471K	Buy	+12,918	New	+$461K	0.19%	137

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 $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Personal CFO Solutions's WRK Position: Q4 2023 in Review

Personal CFO Solutions sold out of WestRock Company (WRK) in Q4 2023, closing a stake of 12,975 shares — an estimated $465K sold.

Personal CFO Solutions first reported a position in WRK in Q3 2019 and held it in 5 quarters. The position peaked at $624K in Q4 2022. 611 funds tracked by Wall St. Rank hold WRK as of Q4 2023.

Personal CFO Solutions reported no remaining WestRock Company position as of Q4 2023 after selling out during the quarter.
Personal CFO Solutions sold 12,975 WestRock Company shares in Q4 2023, an estimated $465K.
Personal CFO Solutions first reported a position in WestRock Company in Q3 2019 and held it in 5 quarters.
Personal CFO Solutions's WestRock Company position peaked at $624K in Q4 2022.
611 funds tracked by Wall St. Rank held WestRock Company as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.