Capital Directions Investment Advisors’s WestRock Company WRK Stock Holding History

Capital Directions Investment 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
2022 Q4	$52.2K	Buy	+1,484	New	+$51.7K	0.02%	121
2022 Q3	–	Sell	-1,484	Closed	-$58.6K	–	119
2022 Q2	$59K	Hold	1,484	–	–	0.02%	119
2022 Q1	$70K	Buy	+1,484	New	+$67.8K	0.02%	124
2021 Q4	–	Sell	-1,484	Closed	-$74K	–	250
2021 Q3	$74K	Buy	+1,484	New	+$75K	0.02%	109

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

Capital Directions Investment Advisors's WRK Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in WestRock Company (WRK) in Q4 2022: 1,484 shares worth $52.2K. The stake represents 0.02% of the portfolio and ranks #121 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in WRK as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in WRK in Q3 2021 and has held it in 4 quarters since. The position peaked at $74K in Q3 2021. 603 funds tracked by Wall St. Rank hold WRK as of Q4 2022.

Capital Directions Investment Advisors held 1,484 shares of WestRock Company worth $52.2K as of Q4 2022.
WestRock Company was a new Capital Directions Investment Advisors position in Q4 2022.
WestRock Company made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #121 holding.
Capital Directions Investment Advisors first reported a position in WestRock Company in Q3 2021 and has held it in 4 quarters since.
Capital Directions Investment Advisors's WestRock Company position peaked at $74K in Q3 2021.
603 funds tracked by Wall St. Rank held WestRock Company as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.