VPIM
WRK

Vanguard Personalized Indexing Management’s WestRock Company WRK Stock Holding History

Vanguard Personalized Indexing Management’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
Q3 		– Sell
-23,231
Closed -$1.16M – 1828
2024
Q2 		$1.16M Buy
23,231
+2,474
+12% +$125K 0.02% 610
2024
Q1 		$1.03M Buy
20,757
+3,376
+19% +$148K 0.02% 644
2023
Q4 		$722K Sell
17,381
-1,401
-7% -$53.9K 0.02% 809
2023
Q3 		$672K Buy
18,782
+1,278
+7% +$41.9K 0.02% 754
2023
Q2 		$509K Sell
17,504
-336
-2% -$9.75K 0.02% 886
2023
Q1 		$544K Sell
17,840
-5,191
-23% -$171K 0.02% 831
2022
Q4 		$810K Sell
23,031
-3,006
-12% -$105K 0.03% 595
2022
Q3 		$804K Sell
26,037
-1,467
-5% -$57.9K 0.04% 572
2022
Q2 		$1.1M Buy
27,504
+3,699
+16% +$174K 0.05% 421
2022
Q1 		$1.12M Buy
23,805
+15,144
+175% +$692K 0.05% 392
2021
Q4 		$384K Sell
8,661
-2,959
-25% -$139K 0.02% 791
2021
Q3 		$579K Buy
11,620
+1,759
+18% +$88.9K 0.05% 442
2021
Q2 		$525K Buy
9,861
+5,839
+145% +$327K 0.06% 456
2021
Q1 		$209K Buy
+4,022
New +$188K 0.03% 662

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's WRK Position: Q3 2024 in Review

Vanguard Personalized Indexing Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 23,231 shares — an estimated $1.16M sold.

Vanguard Personalized Indexing Management first reported a position in WRK in Q1 2021 and held it in 14 quarters. The position peaked at $1.16M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Vanguard Personalized Indexing Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 23,231 WestRock Company shares in Q3 2024, an estimated $1.16M.
  • Vanguard Personalized Indexing Management first reported a position in WestRock Company in Q1 2021 and held it in 14 quarters.
  • Vanguard Personalized Indexing Management's WestRock Company position peaked at $1.16M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2024, filed 12 Nov 2024.