SIA
WRK

Schechter Investment Advisors’s WestRock Company WRK Stock Holding History

Schechter 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
2023
Q2 		– Sell
-17,695
Closed -$539K – 718
2023
Q1 		$539K Sell
17,695
-6,369
-26% -$210K 0.05% 394
2022
Q4 		$846K Sell
24,064
-5,371
-18% -$187K 0.08% 350
2022
Q3 		$909K Buy
29,435
+9,769
+50% +$386K 0.09% 313
2022
Q2 		$783K Sell
19,666
-2,138
-10% -$101K 0.08% 363
2022
Q1 		$1.02M Buy
21,804
+5,849
+37% +$267K 0.1% 296
2021
Q4 		$708K Buy
+15,955
New +$751K 0.06% 408

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schechter Investment Advisors's WRK Position: Q2 2023 in Review

Schechter Investment Advisors sold out of WestRock Company (WRK) in Q2 2023, closing a stake of 17,695 shares — an estimated $539K sold.

Schechter Investment Advisors first reported a position in WRK in Q4 2021 and held it in 6 quarters. The position peaked at $1.02M in Q1 2022. 572 funds tracked by Wall St. Rank hold WRK as of Q2 2023.

  • Schechter Investment Advisors reported no remaining WestRock Company position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 17,695 WestRock Company shares in Q2 2023, an estimated $539K.
  • Schechter Investment Advisors first reported a position in WestRock Company in Q4 2021 and held it in 6 quarters.
  • Schechter Investment Advisors's WestRock Company position peaked at $1.02M in Q1 2022.
  • 572 funds tracked by Wall St. Rank held WestRock Company as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.