Waldron Private Wealth’s Smurfit Westrock SW Stock Holding History

Waldron Private Wealth’s Portfolio SW Stock Details SW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-699	Closed	-$34.5K	–	501
2024 Q3	$34.5K	Buy	+699	New	+$31.8K	﹤0.01%	449

Other funds holding SW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waldron Private Wealth's SW Position: Q4 2024 in Review

Waldron Private Wealth sold out of Smurfit Westrock (SW) in Q4 2024, closing a stake of 699 shares — an estimated $34.5K sold.

Waldron Private Wealth first reported a position in SW in Q3 2024 and held it in 1 quarter. The position peaked at $34.5K in Q3 2024. 602 funds tracked by Wall St. Rank hold SW as of Q4 2024.

Waldron Private Wealth reported no remaining Smurfit Westrock position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 699 Smurfit Westrock shares in Q4 2024, an estimated $34.5K.
Waldron Private Wealth first reported a position in Smurfit Westrock in Q3 2024 and held it in 1 quarter.
Waldron Private Wealth's Smurfit Westrock position peaked at $34.5K in Q3 2024.
602 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.