PCIA
WRK

Prime Capital Investment Advisors’s WestRock Company WRK Stock Holding History

Prime Capital 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
-4,852
Closed -$240K – 1047
2024
Q1 		$240K Buy
+4,852
New +$212K ﹤0.01% 856

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Prime Capital Investment Advisors's WRK Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 4,852 shares — an estimated $240K sold.

Prime Capital Investment Advisors first reported a position in WRK in Q1 2024 and held it in 1 quarter. The position peaked at $240K in Q1 2024. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

  • Prime Capital Investment Advisors reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 4,852 WestRock Company shares in Q2 2024, an estimated $240K.
  • Prime Capital Investment Advisors first reported a position in WestRock Company in Q1 2024 and held it in 1 quarter.
  • Prime Capital Investment Advisors's WestRock Company position peaked at $240K in Q1 2024.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.