AAFMAA Wealth Management & Trust’s WestRock Company WRK Stock Holding History

AAFMAA Wealth Management & Trust’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
2022 Q2	–	Sell	-18,926	Closed	-$890K	–	77
2022 Q1	$890K	Hold	18,926	–	–	0.41%	49
2021 Q4	$840K	Hold	18,926	–	–	0.37%	49
2021 Q3	$943K	Hold	18,926	–	–	0.45%	49
2021 Q2	$1.01M	Sell	18,926 -300	-2%	-$16.8K	0.46%	47
2021 Q1	$1M	Hold	19,226	–	–	0.48%	43
2020 Q4	$836K	Buy	+19,226	New	+$793K	0.4%	48

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AAFMAA Wealth Management & Trust's WRK Position: Q2 2022 in Review

AAFMAA Wealth Management & Trust sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 18,926 shares — an estimated $890K sold.

AAFMAA Wealth Management & Trust first reported a position in WRK in Q4 2020 and held it in 6 quarters. The position peaked at $1.01M in Q2 2021. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

AAFMAA Wealth Management & Trust reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 18,926 WestRock Company shares in Q2 2022, an estimated $890K.
AAFMAA Wealth Management & Trust first reported a position in WestRock Company in Q4 2020 and held it in 6 quarters.
AAFMAA Wealth Management & Trust's WestRock Company position peaked at $1.01M in Q2 2021.
605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2022, filed 12 Aug 2022.