BerganKDV Wealth Management’s WestRock Company WRK Stock Holding History

BerganKDV Wealth 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
2023 Q2	–	Sell	-17	Closed	-$518	–	1100
2023 Q1	$518	Hold	17	–	–	﹤0.01%	966
2022 Q4	$598	Buy	+17	New	+$593	﹤0.01%	936
2022 Q3	–	Sell	-21	Closed	-$1K	–	1090
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	954
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	980
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	1035
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	1017
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	964
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	912
2020 Q4	$1K	Buy	21 +9	+75%	+$371	﹤0.01%	918
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1029
2020 Q2	$0	Hold	12	–	–	﹤0.01%	1116
2020 Q1	$0	Buy	+12	New	+$431	﹤0.01%	1015

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BerganKDV Wealth Management's WRK Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of WestRock Company (WRK) in Q2 2023, closing a stake of 17 shares — an estimated $518 sold.

BerganKDV Wealth Management first reported a position in WRK in Q1 2020 and held it in 12 quarters. The position peaked at $1K in Q2 2022. 572 funds tracked by Wall St. Rank hold WRK as of Q2 2023.

BerganKDV Wealth Management reported no remaining WestRock Company position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 17 WestRock Company shares in Q2 2023, an estimated $518.
BerganKDV Wealth Management first reported a position in WestRock Company in Q1 2020 and held it in 12 quarters.
BerganKDV Wealth Management's WestRock Company position peaked at $1K in Q2 2022.
572 funds tracked by Wall St. Rank held WestRock Company as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.