Berman Capital Advisors’s WestRock Company WRK Stock Holding History

Berman Capital 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	$96K	Buy	1,935 +1,005	+108%	+$50.8K	0.02%	454
2021 Q2	$49K	Buy	930 +47	+5%	+$2.63K	0.01%	592
2021 Q1	$46K	Buy	883 +552	+167%	+$25.8K	0.01%	514
2020 Q4	$14K	Hold	331	–	–	﹤0.01%	802
2020 Q3	$11K	Hold	331	–	–	﹤0.01%	778
2020 Q2	$9K	Buy	331 +12	+4%	+$341	﹤0.01%	823
2020 Q1	$8K	Buy	319 +158	+98%	+$5.68K	﹤0.01%	748
2019 Q4	$6K	Sell	161 -4	-2%	-$156	﹤0.01%	944
2019 Q3	$6K	Sell	165 -19	-10%	-$679	﹤0.01%	916
2019 Q2	$6K	Buy	184 +38	+26%	+$1.4K	﹤0.01%	924
2019 Q1	$5K	Sell	146 -25	-15%	-$978	﹤0.01%	889
2018 Q4	$6K	Buy	+171	New	+$7.54K	﹤0.01%	654

Other funds holding WRK

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's WRK Position: Q3 2021 in Review

Berman Capital Advisors increased its WestRock Company (WRK) stake by 108% in Q3 2021, buying an estimated $50.8K and bringing the position to 1,935 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #454.

Berman Capital Advisors first reported a position in WRK in Q4 2018 and has held it in 12 quarters since. 584 funds tracked by Wall St. Rank hold WRK as of Q3 2021.

Berman Capital Advisors held 1,935 shares of WestRock Company worth $96K as of Q3 2021.
Berman Capital Advisors bought 1,005 WestRock Company shares in Q3 2021, an estimated $50.8K.
WestRock Company made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #454 holding.
Berman Capital Advisors first reported a position in WestRock Company in Q4 2018 and has held it in 12 quarters since.
584 funds tracked by Wall St. Rank held WestRock Company as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.