Evoke Wealth’s WestRock Company WRK Stock Holding History

Evoke Wealth’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	–	Sell	-14	Closed	–	–	1203
2022 Q3	$0	Sell	14 -75	-84%	-$2.96K	﹤0.01%	1292
2022 Q2	$4K	Buy	89 +75	+536%	+$3.53K	﹤0.01%	961
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	1141
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	1160
2021 Q3	$0	Hold	14	–	–	﹤0.01%	1230
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	1156
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	1150
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	1013
2020 Q3	$0	Buy	+14	New	+$433	﹤0.01%	1152
2020 Q2	–	Sell	-24	Closed	-$665	–	1210
2020 Q1	$665	Sell	24 -151	-86%	-$5.43K	﹤0.01%	990
2019 Q4	$7.49K	Sell	175 -8	-4%	-$312	﹤0.01%	826
2019 Q3	$6.68K	Buy	+183	New	+$6.54K	﹤0.01%	923

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Evoke Wealth's WRK Position: Q4 2022 in Review

Evoke Wealth sold out of WestRock Company (WRK) in Q4 2022, closing a stake of 14 shares.

Evoke Wealth first reported a position in WRK in Q3 2019 and held it in 12 quarters. The position peaked at $7.49K in Q4 2019. 603 funds tracked by Wall St. Rank hold WRK as of Q4 2022.

Evoke Wealth reported no remaining WestRock Company position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 14 WestRock Company shares in Q4 2022.
Evoke Wealth first reported a position in WestRock Company in Q3 2019 and held it in 12 quarters.
Evoke Wealth's WestRock Company position peaked at $7.49K in Q4 2019.
603 funds tracked by Wall St. Rank held WestRock Company as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.