POIA
WRK

Pin Oak Investment Advisors’s WestRock Company WRK Stock Holding History

Pin Oak Investment Advisors’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
Q2 		– Sell
-115
Closed -$6K – 499
2024
Q1 		$6K Hold
115
– – 0.01% 376
2023
Q4 		$5K Hold
115
– – 0.01% 398
2023
Q3 		$4K Hold
115
– – ﹤0.01% 411
2023
Q2 		$3K Hold
115
– – ﹤0.01% 417
2023
Q1 		$4K Hold
115
– – ﹤0.01% 383
2022
Q4 		$4K Hold
115
– – ﹤0.01% 370
2022
Q3 		$4K Hold
115
– – 0.01% 340
2022
Q2 		$5K Hold
115
– – 0.01% 351
2022
Q1 		$5K Hold
115
– – 0.01% 370
2021
Q4 		$5K Buy
+115
New +$5.41K 0.01% 366

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pin Oak Investment Advisors's WRK Position: Q2 2024 in Review

Pin Oak Investment Advisors sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 115 shares — an estimated $6K sold.

Pin Oak Investment Advisors first reported a position in WRK in Q4 2021 and held it in 10 quarters. The position peaked at $6K in Q1 2024. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Pin Oak Investment Advisors reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 115 WestRock Company shares in Q2 2024, an estimated $6K.
  • Pin Oak Investment Advisors first reported a position in WestRock Company in Q4 2021 and held it in 10 quarters.
  • Pin Oak Investment Advisors's WestRock Company position peaked at $6K in Q1 2024.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.