Amplius Wealth Advisors’s WestRock Company WRK Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-27	Closed	-$1K	–	970
2021 Q4	$1K	Buy	+27	New	+$1.27K	﹤0.01%	927

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

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

PAMS

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Amplius Wealth Advisors's WRK Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of WestRock Company (WRK) in Q1 2022, closing a stake of 27 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in WRK in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 624 funds tracked by Wall St. Rank hold WRK as of Q1 2022.

Amplius Wealth Advisors reported no remaining WestRock Company position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 27 WestRock Company shares in Q1 2022, an estimated $1K.
Amplius Wealth Advisors first reported a position in WestRock Company in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's WestRock Company position peaked at $1K in Q4 2021.
624 funds tracked by Wall St. Rank held WestRock Company as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.