TWA
WRK

TCI Wealth Advisors’s WestRock Company WRK Stock Holding History

TCI Wealth 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
-46
Closed -$1.4K – 2401
2023
Q1 		$1.4K Sell
46
-641
-93% -$21.2K ﹤0.01% 2051
2022
Q4 		$24.2K Buy
687
+632
+1,149% +$22K ﹤0.01% 613
2022
Q3 		$2K Sell
55
-29
-35% -$1.15K ﹤0.01% 2012
2022
Q2 		$3K Buy
84
+2
+2% +$94 ﹤0.01% 1936
2022
Q1 		$4K Sell
82
-4
-5% -$183 ﹤0.01% 1830
2021
Q4 		$4K Sell
86
-192
-69% -$9.04K ﹤0.01% 1944
2021
Q3 		$14K Buy
278
+94
+51% +$4.75K ﹤0.01% 896
2021
Q2 		$10K Buy
184
+3
+2% +$168 ﹤0.01% 996
2021
Q1 		$9K Buy
181
+85
+89% +$3.97K ﹤0.01% 947
2020
Q4 		$4K Buy
96
+4
+4% +$165 ﹤0.01% 1037
2020
Q3 		$3K Hold
92
– – ﹤0.01% 1043
2020
Q2 		$3K Buy
92
+12
+15% +$341 ﹤0.01% 992
2020
Q1 		$2K Sell
80
-23
-22% -$827 ﹤0.01% 1137
2019
Q4 		$4K Buy
103
+91
+758% +$3.55K ﹤0.01% 968
2019
Q3 		$0 Buy
+12
New +$429 ﹤0.01% 1663
2019
Q2 		– Sell
-89
Closed -$3K – 1578
2019
Q1 		$3K Sell
89
-192
-68% -$7.51K ﹤0.01% 959
2018
Q4 		$11K Buy
281
+47
+20% +$2.07K 0.01% 612
2018
Q3 		$13K Sell
234
-94
-29% -$5.27K 0.01% 589
2018
Q2 		$19K Sell
328
-45
-12% -$2.76K 0.01% 502
2018
Q1 		$24K Buy
373
+150
+67% +$9.91K 0.01% 454
2017
Q4 		$14K Hold
223
– – 0.01% 574
2017
Q3 		$13K Hold
223
– – 0.01% 555
2017
Q2 		$13K Hold
223
– – 0.01% 548
2017
Q1 		$12K Hold
223
– – 0.01% 552
2016
Q4 		$11K Buy
+223
New +$11K 0.01% 613

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCI Wealth Advisors's WRK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of WestRock Company (WRK) in Q2 2023, closing a stake of 46 shares — an estimated $1.4K sold.

TCI Wealth Advisors first reported a position in WRK in Q4 2016 and held it in 25 quarters. The position peaked at $24.2K in Q4 2022. 573 funds tracked by Wall St. Rank hold WRK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining WestRock Company position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 46 WestRock Company shares in Q2 2023, an estimated $1.4K.
  • TCI Wealth Advisors first reported a position in WestRock Company in Q4 2016 and held it in 25 quarters.
  • TCI Wealth Advisors's WestRock Company position peaked at $24.2K in Q4 2022.
  • 573 funds tracked by Wall St. Rank held WestRock Company as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.