SFG
WRK

Steward Financial Group’s WestRock Company WRK Stock Holding History

Steward Financial Group’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 		$4K Buy
+115
New +$3.77K ﹤0.01% 783
2023
Q2 		– Sell
-135
Closed -$4K – 1062
2023
Q1 		$4K Buy
135
+115
+575% +$3.79K ﹤0.01% 376
2022
Q4 		$0 Buy
+20
New +$697 ﹤0.01% 869
2022
Q3 		– Sell
-34
Closed -$1K – 1414
2022
Q2 		$1K Buy
+34
New +$1.6K ﹤0.01% 921

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
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

Steward Financial Group's WRK Position: Q3 2023 in Review

Steward Financial Group opened a new position in WestRock Company (WRK) in Q3 2023: 115 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WRK as recently as Q1 2023.

Steward Financial Group first reported a position in WRK in Q2 2022 and has held it in 4 quarters since. 593 funds tracked by Wall St. Rank hold WRK as of Q3 2023.

  • Steward Financial Group held 115 shares of WestRock Company worth $4K as of Q3 2023.
  • WestRock Company was a new Steward Financial Group position in Q3 2023.
  • WestRock Company made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #783 holding.
  • Steward Financial Group first reported a position in WestRock Company in Q2 2022 and has held it in 4 quarters since.
  • 593 funds tracked by Wall St. Rank held WestRock Company as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.