HA
WRK

Herold Advisors’s WestRock Company WRK Stock Holding History

Herold 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
-2,750
Closed -$129K – 706
2022
Q1 		$129K Buy
+2,750
New +$126K 0.05% 243
2021
Q4 		– Sell
-2,750
Closed -$137K – 681
2021
Q3 		$137K Buy
+2,750
New +$139K 0.05% 239

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

Herold Advisors's WRK Position: Q2 2022 in Review

Herold Advisors sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 2,750 shares — an estimated $129K sold.

Herold Advisors first reported a position in WRK in Q3 2021 and held it in 2 quarters. The position peaked at $137K in Q3 2021. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

  • Herold Advisors reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 2,750 WestRock Company shares in Q2 2022, an estimated $129K.
  • Herold Advisors first reported a position in WestRock Company in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's WestRock Company position peaked at $137K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.