SIA
WRK

SkyView Investment Advisors’s WestRock Company WRK Stock Holding History

SkyView 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
Q4 		– Sell
-18
Closed -$1K – 542
2023
Q3 		$1K Hold
18
– – ﹤0.01% 590
2023
Q2 		$1K Buy
18
+9
+100% +$261 ﹤0.01% 756
2023
Q1 		$0 Buy
+9
New +$297 ﹤0.01% 805

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
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

SkyView Investment Advisors's WRK Position: Q4 2023 in Review

SkyView Investment Advisors sold out of WestRock Company (WRK) in Q4 2023, closing a stake of 18 shares — an estimated $1K sold.

SkyView Investment Advisors first reported a position in WRK in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 611 funds tracked by Wall St. Rank hold WRK as of Q4 2023.

  • SkyView Investment Advisors reported no remaining WestRock Company position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 18 WestRock Company shares in Q4 2023, an estimated $1K.
  • SkyView Investment Advisors first reported a position in WestRock Company in Q1 2023 and held it in 3 quarters.
  • SkyView Investment Advisors's WestRock Company position peaked at $1K in Q3 2023.
  • 611 funds tracked by Wall St. Rank held WestRock Company as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.