RI
WRK

Ridgewood Investments’s WestRock Company WRK Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-5,490
Closed -$160K – 830
2023
Q2 		$160K Hold
5,490
– – 0.09% 193
2023
Q1 		$167K Buy
+5,490
New +$181K 0.1% 197

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 $8.66B AUM 17.37% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ridgewood Investments's WRK Position: Q3 2023 in Review

Ridgewood Investments sold out of WestRock Company (WRK) in Q3 2023, closing a stake of 5,490 shares — an estimated $160K sold.

Ridgewood Investments first reported a position in WRK in Q1 2023 and held it in 2 quarters. The position peaked at $167K in Q1 2023. 593 funds tracked by Wall St. Rank hold WRK as of Q3 2023.

  • Ridgewood Investments reported no remaining WestRock Company position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 5,490 WestRock Company shares in Q3 2023, an estimated $160K.
  • Ridgewood Investments first reported a position in WestRock Company in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's WestRock Company position peaked at $167K in Q1 2023.
  • 593 funds tracked by Wall St. Rank held WestRock Company as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.