CFA
WRK

Cahill Financial Advisors’s WestRock Company WRK Stock Holding History

Cahill Financial 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
-975
Closed -$49K – 833
2021
Q3 		$49K Buy
+975
New +$49.3K 0.01% 342

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cahill Financial Advisors's WRK Position: Q4 2021 in Review

Cahill Financial Advisors sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 975 shares — an estimated $49K sold.

Cahill Financial Advisors first reported a position in WRK in Q3 2021 and held it in 1 quarter. The position peaked at $49K in Q3 2021. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

  • Cahill Financial Advisors reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 975 WestRock Company shares in Q4 2021, an estimated $49K.
  • Cahill Financial Advisors first reported a position in WestRock Company in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's WestRock Company position peaked at $49K in Q3 2021.
  • 599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.