GKWIM
WRK

Gerber Kawasaki Wealth & Investment Management’s WestRock Company WRK Stock Holding History

Gerber Kawasaki Wealth & Investment 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
-110
Closed -$5K – 1181
2021
Q3 		$5K Buy
+110
New +$5.56K ﹤0.01% 778

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's WRK Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 110 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WRK in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 110 WestRock Company shares in Q4 2021, an estimated $5K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in WestRock Company in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's WestRock Company position peaked at $5K in Q3 2021.
  • 599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.