Consolidated Planning Corp’s WestRock Company WRK Stock Holding History

Consolidated Planning Corp’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	-9	Closed	–	–	486
2021 Q3	$0	Buy	+9	New	+$455	﹤0.01%	505

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Consolidated Planning Corp's WRK Position: Q4 2021 in Review

Consolidated Planning Corp sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 9 shares.

Consolidated Planning Corp first reported a position in WRK in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

Consolidated Planning Corp reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 9 WestRock Company shares in Q4 2021.
Consolidated Planning Corp first reported a position in WestRock Company in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's WestRock Company position peaked at $0 in Q3 2021.
599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.