American Research & Management Company’s WestRock Company WRK Stock Holding History

American Research & Management Company’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	–	Sell	-100	Closed	-$4K	–	452
2022 Q2	$4K	Buy	+100	New	+$4.7K	﹤0.01%	347
2016 Q3	–	Sell	-1,836	Closed	-$82K	–	184
2016 Q2	$71K	Sell	1,836 -202	-10%	-$7.58K	0.03%	147
2016 Q1	$72K	Hold	2,038	–	–	0.03%	145
2015 Q4	$84K	Sell	2,038 -3,329	-62%	-$152K	0.04%	137
2015 Q3	$249K	Buy	+5,367	New	+$288K	0.11%	99

Other funds holding WRK

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

American Research & Management Company's WRK Position: Q3 2022 in Review

American Research & Management Company sold out of WestRock Company (WRK) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

American Research & Management Company first reported a position in WRK in Q3 2015 and held it in 5 quarters. The position peaked at $249K in Q3 2015. 577 funds tracked by Wall St. Rank hold WRK as of Q3 2022.

American Research & Management Company reported no remaining WestRock Company position as of Q3 2022 after selling out during the quarter.
American Research & Management Company sold 100 WestRock Company shares in Q3 2022, an estimated $4K.
American Research & Management Company first reported a position in WestRock Company in Q3 2015 and held it in 5 quarters.
American Research & Management Company's WestRock Company position peaked at $249K in Q3 2015.
577 funds tracked by Wall St. Rank held WestRock Company as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.