Arkadios Wealth Advisors’s WestRock Company WRK Stock Holding History

Arkadios 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
2021 Q4	–	Sell	-4,381	Closed	-$218K	–	1860
2021 Q3	$218K	Buy	4,381 +358	+9%	+$18.1K	0.03%	481
2021 Q2	$214K	Buy	4,023 +50	+1%	+$2.8K	0.03%	516
2021 Q1	$206K	Buy	3,973 +74	+2%	+$3.45K	0.03%	412
2020 Q4	$169K	Buy	+3,899	New	+$161K	0.04%	351
2020 Q2	–	Sell	-4	Closed	-$113	–	1173
2020 Q1	$113	Sell	4 -3	-43%	-$108	﹤0.01%	1139
2019 Q4	$285	Buy	+7	New	+$273	﹤0.01%	956

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's WRK Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 4,381 shares — an estimated $218K sold.

Arkadios Wealth Advisors first reported a position in WRK in Q4 2019 and held it in 6 quarters. The position peaked at $218K in Q3 2021. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

Arkadios Wealth Advisors reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,381 WestRock Company shares in Q4 2021, an estimated $218K.
Arkadios Wealth Advisors first reported a position in WestRock Company in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's WestRock Company position peaked at $218K in Q3 2021.
599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.