Heritage Wealth Advisors’s WestRock Company WRK Stock Holding History

Heritage 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 Q3	–	Sell	-550	Closed	-$22K	–	581
2022 Q2	$22K	Buy	+550	New	+$25.9K	﹤0.01%	417
2020 Q4	–	Sell	-558	Closed	-$19.4K	–	565
2020 Q3	$19.4K	Hold	558	–	–	﹤0.01%	352
2020 Q2	$15.8K	Hold	558	–	–	﹤0.01%	351
2020 Q1	$15.8K	Hold	558	–	–	﹤0.01%	342
2019 Q4	$23.9K	Hold	558	–	–	﹤0.01%	367
2019 Q3	$20K	Hold	558	–	–	﹤0.01%	351
2019 Q2	$20.4K	Sell	558 -9	-2%	-$331	﹤0.01%	335
2019 Q1	$21.7K	Hold	567	–	–	﹤0.01%	302
2018 Q4	$21K	Hold	567	–	–	﹤0.01%	260
2018 Q3	$30K	Buy	+567	New	+$31.8K	0.01%	237

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Heritage Wealth Advisors's WRK Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of WestRock Company (WRK) in Q3 2022, closing a stake of 550 shares — an estimated $22K sold.

Heritage Wealth Advisors first reported a position in WRK in Q3 2018 and held it in 10 quarters. The position peaked at $30K in Q3 2018. 576 funds tracked by Wall St. Rank hold WRK as of Q3 2022.

Heritage Wealth Advisors reported no remaining WestRock Company position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 550 WestRock Company shares in Q3 2022, an estimated $22K.
Heritage Wealth Advisors first reported a position in WestRock Company in Q3 2018 and held it in 10 quarters.
Heritage Wealth Advisors's WestRock Company position peaked at $30K in Q3 2018.
576 funds tracked by Wall St. Rank held WestRock Company as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.