IndexIQ Advisors’s WestRock Company WRK Stock Holding History

IndexIQ 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 Q1	$202K	Sell	4,299 -111	-3%	-$5.07K	0.01%	1030
2021 Q4	$196K	Sell	4,410 -138	-3%	-$6.49K	0.01%	1035
2021 Q3	$227K	Buy	4,548 +263	+6%	+$13.3K	0.01%	1026
2021 Q2	$228K	Buy	4,285 +126	+3%	+$7.05K	0.01%	1021
2021 Q1	$216K	Buy	4,159 +578	+16%	+$27K	0.01%	1008
2020 Q4	$156K	Buy	3,581 +1,677	+88%	+$69.2K	0.01%	969
2020 Q3	$66K	Buy	1,904 +1,149	+152%	+$35.5K	﹤0.01%	972
2020 Q2	$21K	Buy	755 +666	+748%	+$18.9K	﹤0.01%	1015
2020 Q1	$3K	Buy	89 +4	+5%	+$144	﹤0.01%	951
2019 Q4	$4K	Buy	+85	New	+$3.31K	﹤0.01%	764

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

IndexIQ Advisors's WRK Position: Q1 2022 in Review

IndexIQ Advisors reduced its WestRock Company (WRK) stake by 2.5% in Q1 2022, selling an estimated $5.07K and leaving 4,299 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1030.

IndexIQ Advisors first reported a position in WRK in Q4 2019 and has held it in 10 quarters since. The position peaked at $228K in Q2 2021. 624 funds tracked by Wall St. Rank hold WRK as of Q1 2022.

IndexIQ Advisors held 4,299 shares of WestRock Company worth $202K as of Q1 2022.
IndexIQ Advisors sold 111 WestRock Company shares in Q1 2022, an estimated $5.07K.
WestRock Company made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1030 holding.
IndexIQ Advisors first reported a position in WestRock Company in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's WestRock Company position peaked at $228K in Q2 2021.
624 funds tracked by Wall St. Rank held WestRock Company as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.