Spirit of America Management Corp’s WestRock Company WRK Stock Holding History

Spirit of America Management Corp’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	-500	Closed	-$14.5K	–	241
2023 Q2	$14.5K	Hold	500	–	–	﹤0.01%	236
2023 Q1	$15.2K	Hold	500	–	–	﹤0.01%	236
2022 Q4	$17.6K	Hold	500	–	–	﹤0.01%	223
2022 Q3	$15K	Hold	500	–	–	﹤0.01%	234
2022 Q2	$20K	Hold	500	–	–	﹤0.01%	237
2022 Q1	$24K	Hold	500	–	–	﹤0.01%	233
2021 Q4	$22K	Hold	500	–	–	﹤0.01%	238
2021 Q3	$25K	Hold	500	–	–	0.01%	237
2021 Q2	$27K	Hold	500	–	–	0.01%	236
2021 Q1	$26K	Hold	500	–	–	0.01%	224
2020 Q4	$22K	Hold	500	–	–	0.01%	226
2020 Q3	$17K	Hold	500	–	–	﹤0.01%	224
2020 Q2	$14K	Hold	500	–	–	﹤0.01%	222
2020 Q1	$14K	Hold	500	–	–	﹤0.01%	224
2019 Q4	$21K	Hold	500	–	–	﹤0.01%	228
2019 Q3	$18K	Hold	500	–	–	﹤0.01%	240
2019 Q2	$18K	Hold	500	–	–	﹤0.01%	242
2019 Q1	$19K	Buy	+500	New	+$19.6K	﹤0.01%	241

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Spirit of America Management Corp's WRK Position: Q3 2023 in Review

Spirit of America Management Corp sold out of WestRock Company (WRK) in Q3 2023, closing a stake of 500 shares — an estimated $14.5K sold.

Spirit of America Management Corp first reported a position in WRK in Q1 2019 and held it in 18 quarters. The position peaked at $27K in Q2 2021. 593 funds tracked by Wall St. Rank hold WRK as of Q3 2023.

Spirit of America Management Corp reported no remaining WestRock Company position as of Q3 2023 after selling out during the quarter.
Spirit of America Management Corp sold 500 WestRock Company shares in Q3 2023, an estimated $14.5K.
Spirit of America Management Corp first reported a position in WestRock Company in Q1 2019 and held it in 18 quarters.
Spirit of America Management Corp's WestRock Company position peaked at $27K in Q2 2021.
593 funds tracked by Wall St. Rank held WestRock Company as of Q3 2023.

Based on Spirit of America Management Corp's 13F filing for Q3 2023, filed 19 Oct 2023.