Axiom Investment Management’s WestRock Company WRK Stock Holding History

Axiom Investment Management’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 Q4	–	Sell	-3,300	Closed	-$102K	–	451
2022 Q3	$102K	Buy	+3,300	New	+$130K	0.2%	98
2019 Q4	–	Sell	-16,604	Closed	-$610K	–	225
2019 Q3	$610K	Sell	16,604 -34,309	-67%	-$1.23M	0.47%	62
2019 Q2	$1.86M	Buy	50,913 +3,988	+8%	+$147K	0.34%	75
2019 Q1	$1.79M	Buy	46,925 +1,569	+3%	+$61.4K	0.34%	71
2018 Q4	$1.71M	Buy	+45,356	New	+$2M	0.36%	68

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Axiom Investment Management's WRK Position: Q4 2022 in Review

Axiom Investment Management sold out of WestRock Company (WRK) in Q4 2022, closing a stake of 3,300 shares — an estimated $102K sold.

Axiom Investment Management first reported a position in WRK in Q4 2018 and held it in 5 quarters. The position peaked at $1.86M in Q2 2019. 603 funds tracked by Wall St. Rank hold WRK as of Q4 2022.

Axiom Investment Management reported no remaining WestRock Company position as of Q4 2022 after selling out during the quarter.
Axiom Investment Management sold 3,300 WestRock Company shares in Q4 2022, an estimated $102K.
Axiom Investment Management first reported a position in WestRock Company in Q4 2018 and held it in 5 quarters.
Axiom Investment Management's WestRock Company position peaked at $1.86M in Q2 2019.
603 funds tracked by Wall St. Rank held WestRock Company as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.