HWA
WRK

HHM Wealth Advisors’s WestRock Company WRK Stock Holding History

HHM 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
2021
Q3 		– Sell
-36
Closed -$2K – 671
2021
Q2 		$2K Hold
36
– – ﹤0.01% 584
2021
Q1 		$2K Hold
36
– – ﹤0.01% 547
2020
Q4 		$2K Hold
36
– – ﹤0.01% 499
2020
Q3 		$1K Hold
36
– – ﹤0.01% 494
2020
Q2 		$1K Buy
+36
New +$1.02K ﹤0.01% 476

Other funds holding WRK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HHM Wealth Advisors's WRK Position: Q3 2021 in Review

HHM Wealth Advisors sold out of WestRock Company (WRK) in Q3 2021, closing a stake of 36 shares — an estimated $2K sold.

HHM Wealth Advisors first reported a position in WRK in Q2 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 584 funds tracked by Wall St. Rank hold WRK as of Q3 2021.

  • HHM Wealth Advisors reported no remaining WestRock Company position as of Q3 2021 after selling out during the quarter.
  • HHM Wealth Advisors sold 36 WestRock Company shares in Q3 2021, an estimated $2K.
  • HHM Wealth Advisors first reported a position in WestRock Company in Q2 2020 and held it in 5 quarters.
  • HHM Wealth Advisors's WestRock Company position peaked at $2K in Q2 2021.
  • 584 funds tracked by Wall St. Rank held WestRock Company as of Q3 2021.

Based on HHM Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.