GoalVest Advisory’s WestRock Company WRK Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-6	Closed	–	–	560
2022 Q1	$0	Buy	+6	New	+$274	﹤0.01%	516

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

GoalVest Advisory's WRK Position: Q2 2022 in Review

GoalVest Advisory sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 6 shares.

GoalVest Advisory first reported a position in WRK in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

GoalVest Advisory reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 6 WestRock Company shares in Q2 2022.
GoalVest Advisory first reported a position in WestRock Company in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's WestRock Company position peaked at $0 in Q1 2022.
605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.