APA
WRK

American Portfolios Advisors’s WestRock Company WRK Stock Holding History

American Portfolios Advisors’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
Q3 		$34.5K Buy
1,116
+205
+23% +$8.1K ﹤0.01% 1915
2022
Q2 		$36.3K Sell
911
-212
-19% -$9.97K ﹤0.01% 1937
2022
Q1 		$52.8K Buy
1,123
+179
+19% +$8.18K ﹤0.01% 1860
2021
Q4 		$41.9K Sell
944
-565
-37% -$26.6K ﹤0.01% 1945
2021
Q3 		$75.2K Buy
1,509
+142
+10% +$7.17K ﹤0.01% 1578
2021
Q2 		$72.8K Buy
1,367
+287
+27% +$16.1K ﹤0.01% 1538
2021
Q1 		$56.2K Buy
1,080
+104
+11% +$4.85K ﹤0.01% 1563
2020
Q4 		$42.5K Sell
976
-11
-1% -$454 ﹤0.01% 1479
2020
Q3 		$34.3K Sell
987
-457
-32% -$14.1K ﹤0.01% 1466
2020
Q2 		$40.8K Sell
1,444
-42
-3% -$1.19K ﹤0.01% 1357
2020
Q1 		$42K Sell
1,486
-9,417
-86% -$339K ﹤0.01% 1235
2019
Q4 		$468K Buy
10,903
+8,663
+387% +$338K 0.03% 440
2019
Q3 		$81.6K Buy
2,240
+235
+12% +$8.39K 0.01% 1086
2019
Q2 		$73.1K Buy
2,005
+1,061
+112% +$39K 0.01% 1117
2019
Q1 		$36.2K Buy
944
+107
+13% +$4.19K ﹤0.01% 1324
2018
Q4 		$31.6K Sell
837
-4,067
-83% -$179K ﹤0.01% 1209
2018
Q3 		$262K Buy
4,904
+315
+7% +$17.6K 0.03% 494
2018
Q2 		$262K Buy
4,589
+101
+2% +$6.2K 0.04% 445
2018
Q1 		$288K Sell
4,488
-4,966
-53% -$328K 0.04% 390
2017
Q4 		$598K Buy
+9,454
New +$574K 0.09% 219

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Portfolios Advisors's WRK Position: Q3 2022 in Review

American Portfolios Advisors increased its WestRock Company (WRK) stake by 23% in Q3 2022, buying an estimated $8.1K and bringing the position to 1,116 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

American Portfolios Advisors first reported a position in WRK in Q4 2017 and has held it in 20 quarters since. The position peaked at $598K in Q4 2017. 576 funds tracked by Wall St. Rank hold WRK as of Q3 2022.

  • American Portfolios Advisors held 1,116 shares of WestRock Company worth $34.5K as of Q3 2022.
  • American Portfolios Advisors bought 205 WestRock Company shares in Q3 2022, an estimated $8.1K.
  • WestRock Company made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1915 holding.
  • American Portfolios Advisors first reported a position in WestRock Company in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WestRock Company position peaked at $598K in Q4 2017.
  • 576 funds tracked by Wall St. Rank held WestRock Company as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.