AAS
WRK

Ameritas Advisory Services’s WestRock Company WRK Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-770
Closed -$23.8K – 2655
2023
Q1 		$23.8K Buy
+770
New +$25.4K ﹤0.01% 1556

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameritas Advisory Services's WRK Position: Q2 2023 in Review

Ameritas Advisory Services sold out of WestRock Company (WRK) in Q2 2023, closing a stake of 770 shares — an estimated $23.8K sold.

Ameritas Advisory Services first reported a position in WRK in Q1 2023 and held it in 1 quarter. The position peaked at $23.8K in Q1 2023. 572 funds tracked by Wall St. Rank hold WRK as of Q2 2023.

  • Ameritas Advisory Services reported no remaining WestRock Company position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 770 WestRock Company shares in Q2 2023, an estimated $23.8K.
  • Ameritas Advisory Services first reported a position in WestRock Company in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's WestRock Company position peaked at $23.8K in Q1 2023.
  • 572 funds tracked by Wall St. Rank held WestRock Company as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.