BRWA
WRK

B. Riley Wealth Advisors’s WestRock Company WRK Stock Holding History

B. Riley 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
Q3 		– Sell
-3,986
Closed -$212K – 1487
2021
Q2 		$212K Buy
+3,986
New +$223K 0.01% 1195

Other funds holding WRK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's WRK Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of WestRock Company (WRK) in Q3 2021, closing a stake of 3,986 shares — an estimated $212K sold.

B. Riley Wealth Advisors first reported a position in WRK in Q2 2021 and held it in 1 quarter. The position peaked at $212K in Q2 2021. 584 funds tracked by Wall St. Rank hold WRK as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining WestRock Company position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,986 WestRock Company shares in Q3 2021, an estimated $212K.
  • B. Riley Wealth Advisors first reported a position in WestRock Company in Q2 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's WestRock Company position peaked at $212K in Q2 2021.
  • 584 funds tracked by Wall St. Rank held WestRock Company as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.