HWA
WRK

HCR Wealth Advisors’s WestRock Company WRK Stock Holding History

HCR Wealth Advisors’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
-4,948
Closed -$233K – 201
2022
Q1 		$233K Hold
4,948
– – 0.04% 169
2021
Q4 		$219K Hold
4,948
– – 0.03% 186
2021
Q3 		$247K Buy
4,948
+175
+4% +$8.84K 0.04% 176
2021
Q2 		$254K Hold
4,773
– – 0.04% 166
2021
Q1 		$248K Buy
+4,773
New +$223K 0.05% 161
2019
Q2 		– Sell
-7,320
Closed -$354K – 187
2019
Q1 		$354K Buy
+7,320
New +$286K 0.1% 130

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
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
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HCR Wealth Advisors's WRK Position: Q2 2022 in Review

HCR Wealth Advisors sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 4,948 shares — an estimated $233K sold.

HCR Wealth Advisors first reported a position in WRK in Q1 2019 and held it in 6 quarters. The position peaked at $354K in Q1 2019. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

  • HCR Wealth Advisors reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
  • HCR Wealth Advisors sold 4,948 WestRock Company shares in Q2 2022, an estimated $233K.
  • HCR Wealth Advisors first reported a position in WestRock Company in Q1 2019 and held it in 6 quarters.
  • HCR Wealth Advisors's WestRock Company position peaked at $354K in Q1 2019.
  • 605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.