TFO Wealth Partners’s WestRock Company WRK Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-1	Closed	-$49	–	799
2024 Q1	$49	Sell	1 -5	-83%	-$218	﹤0.01%	721
2023 Q4	$249	Buy	6 +5	+500%	+$192	﹤0.01%	579
2023 Q3	$29	Hold	1	–	–	﹤0.01%	1075
2023 Q2	$29	Hold	1	–	–	﹤0.01%	796
2023 Q1	$30	Sell	1 -1	-50%	-$33	﹤0.01%	778
2022 Q4	$205	Buy	+2	New	+$70	﹤0.01%	629
2022 Q3	–	Sell	-20	Closed	-$1K	–	519
2022 Q2	$1K	Buy	+20	New	+$941	﹤0.01%	490

Other funds holding WRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TFO Wealth Partners's WRK Position: Q2 2024 in Review

TFO Wealth Partners sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 1 share — an estimated $49 sold.

TFO Wealth Partners first reported a position in WRK in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

TFO Wealth Partners reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 WestRock Company share in Q2 2024, an estimated $49.
TFO Wealth Partners first reported a position in WestRock Company in Q2 2022 and held it in 7 quarters.
TFO Wealth Partners's WestRock Company position peaked at $1K in Q2 2022.
588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.