Focused Wealth Management’s WestRock Company WRK Stock Holding History

Focused 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
2021 Q4	–	Sell	-2,500	Closed	-$125K	–	1124
2021 Q3	$125K	Hold	2,500	–	–	0.02%	256
2021 Q2	$133K	Hold	2,500	–	–	0.02%	251
2021 Q1	$130K	Hold	2,500	–	–	0.02%	236
2020 Q4	$109K	Buy	+2,500	New	+$103K	0.02%	248
2019 Q2	–	Sell	-2,750	Closed	-$105K	–	821
2019 Q1	$105K	Hold	2,750	–	–	0.03%	209
2018 Q4	$104K	Hold	2,750	–	–	0.04%	224
2018 Q3	$147K	Hold	2,750	–	–	0.05%	185
2018 Q2	$157K	Hold	2,750	–	–	0.05%	185
2018 Q1	$176K	Buy	+2,750	New	+$182K	0.06%	179

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

Focused Wealth Management's WRK Position: Q4 2021 in Review

Focused Wealth Management sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 2,500 shares — an estimated $125K sold.

Focused Wealth Management first reported a position in WRK in Q1 2018 and held it in 9 quarters. The position peaked at $176K in Q1 2018. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

Focused Wealth Management reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
Focused Wealth Management sold 2,500 WestRock Company shares in Q4 2021, an estimated $125K.
Focused Wealth Management first reported a position in WestRock Company in Q1 2018 and held it in 9 quarters.
Focused Wealth Management's WestRock Company position peaked at $176K in Q1 2018.
599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.