Cedar Wealth Management’s WestRock Company WRK Stock Holding History

Cedar 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 Q1	–	Sell	-1,400	Closed	-$49.2K	–	315
2022 Q4	$49.2K	Hold	1,400	–	–	0.02%	145
2022 Q3	$43K	Hold	1,400	–	–	0.02%	171
2022 Q2	$56K	Hold	1,400	–	–	0.03%	161
2022 Q1	$66K	Hold	1,400	–	–	0.03%	165
2021 Q4	$62K	Hold	1,400	–	–	0.03%	173
2021 Q3	$70K	Hold	1,400	–	–	0.03%	145
2021 Q2	$75K	Hold	1,400	–	–	0.03%	149
2021 Q1	$73K	Hold	1,400	–	–	0.04%	139
2020 Q4	$61K	Hold	1,400	–	–	0.03%	130
2020 Q3	$49K	Hold	1,400	–	–	0.03%	134
2020 Q2	$40K	Hold	1,400	–	–	0.03%	135
2020 Q1	$40K	Buy	1,400 +400	+40%	+$14.4K	0.03%	134
2019 Q4	$43K	Buy	+1,000	New	+$39K	0.03%	96

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Cedar Wealth Management's WRK Position: Q1 2023 in Review

Cedar Wealth Management sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 1,400 shares — an estimated $49.2K sold.

Cedar Wealth Management first reported a position in WRK in Q4 2019 and held it in 13 quarters. The position peaked at $75K in Q2 2021. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

Cedar Wealth Management reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
Cedar Wealth Management sold 1,400 WestRock Company shares in Q1 2023, an estimated $49.2K.
Cedar Wealth Management first reported a position in WestRock Company in Q4 2019 and held it in 13 quarters.
Cedar Wealth Management's WestRock Company position peaked at $75K in Q2 2021.
562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Cedar Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.