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Smurfit WestRock shares owned by BIP Wealth

Quarter-by-quarter ownership of Smurfit WestRock (SW) shares owned by BIP Wealth from 13F filings

Historical chart of BIP Wealth investment in Smurfit WestRock

Tip: Access up to 7 years of quarterly data

All positions including Smurfit WestRock held by BIP Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smurfit WestRock by BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 63k 49.42

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Treasury Floating Ra TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Vanguard Ftse All World Uie (VEU)
Vanguard Intl Equity Fds Tt Wrld St Etf (VT)
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Ishares Russell 2000 Uie (IWM)
Spdr Ssga Ultra Short Uie (ULST)
Wisdomtree International Intl Smcap Div (DLS)
Spdr Portfolio Short Term Portfolio Short (SPSB)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree International Intl Lrgcap Dv (DOL)

View all positions for BIP Wealth

Top funds holding Smurfit WestRock

BlackRock
Capital Research Global Investors
Geode Capital Management
Invesco
Deutsche Bank Aktiengesellschaft
Mizuho Securities USA
Bank of New York Mellon
Soros Fund Management
Bank of America Corporation
Amundi
Pictet Asset Management Holding SA
Lansdowne Partners
Nordea Investment Management Ab
Jpmorgan Chase & Co
Franklin Resources

View all funds holding Smurfit WestRock