V
WRK

Veritable’s WestRock Company WRK Stock Holding History

Veritable’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
-9,119
Closed -$265K – 880
2023
Q2 		$265K Sell
9,119
-1,630
-15% -$47.3K ﹤0.01% 744
2023
Q1 		$328K Buy
10,749
+3,528
+49% +$116K 0.01% 661
2022
Q4 		$254K Buy
+7,221
New +$252K ﹤0.01% 714
2021
Q4 		– Sell
-4,262
Closed -$212K – 934
2021
Q3 		$212K Buy
4,262
+134
+3% +$6.77K ﹤0.01% 824
2021
Q2 		$220K Buy
4,128
+44
+1% +$2.46K ﹤0.01% 816
2021
Q1 		$213K Buy
+4,084
New +$191K ﹤0.01% 779
2020
Q4 		– Sell
-7,345
Closed -$255K – 812
2020
Q3 		$255K Sell
7,345
-222
-3% -$6.86K 0.01% 625
2020
Q2 		$214K Sell
7,567
-305
-4% -$8.67K ﹤0.01% 696
2020
Q1 		$222K Sell
7,872
-235
-3% -$8.45K 0.01% 648
2019
Q4 		$348K Buy
8,107
+1,297
+19% +$50.6K 0.01% 620
2019
Q3 		$248K Sell
6,810
-1,049
-13% -$37.5K ﹤0.01% 704
2019
Q2 		$287K Sell
7,859
-1,574
-17% -$57.8K 0.01% 661
2019
Q1 		$362K Buy
9,433
+2,367
+33% +$92.6K 0.01% 585
2018
Q4 		$267K Buy
7,066
+656
+10% +$28.9K 0.01% 636
2018
Q3 		$343K Buy
6,410
+554
+9% +$31K 0.01% 599
2018
Q2 		$334K Buy
5,856
+6
+0.1% +$368 0.01% 608
2018
Q1 		$375K Buy
5,850
+434
+8% +$28.7K 0.01% 573
2017
Q4 		$342K Sell
5,416
-90
-2% -$5.46K 0.01% 598
2017
Q3 		$312K Buy
5,506
+54
+1% +$3.08K 0.01% 600
2017
Q2 		$309K Sell
5,452
-166
-3% -$9K 0.01% 618
2017
Q1 		$292K Buy
5,618
+20
+0.4% +$1.05K 0.01% 614
2016
Q4 		$284K Buy
5,598
+713
+15% +$35K 0.01% 610
2016
Q3 		$237K Buy
+4,885
New +$218K 0.01% 647
2015
Q4 		– Sell
-4,755
Closed -$220K – 768
2015
Q3 		$220K Buy
+4,755
New +$255K 0.01% 641

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Veritable's WRK Position: Q3 2023 in Review

Veritable sold out of WestRock Company (WRK) in Q3 2023, closing a stake of 9,119 shares — an estimated $265K sold.

Veritable first reported a position in WRK in Q3 2015 and held it in 24 quarters. The position peaked at $375K in Q1 2018. 593 funds tracked by Wall St. Rank hold WRK as of Q3 2023.

  • Veritable reported no remaining WestRock Company position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 9,119 WestRock Company shares in Q3 2023, an estimated $265K.
  • Veritable first reported a position in WestRock Company in Q3 2015 and held it in 24 quarters.
  • Veritable's WestRock Company position peaked at $375K in Q1 2018.
  • 593 funds tracked by Wall St. Rank held WestRock Company as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.