Inspire Investing’s WestRock Company WRK Stock Holding History

Inspire Investing’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	-25,495	Closed	-$1.36M	–	950
2021 Q2	$1.36M	Buy	25,495 +1,257	+5%	+$70.4K	0.18%	120
2021 Q1	$1.26M	Buy	24,238 +4,240	+21%	+$198K	0.19%	104
2020 Q4	$871K	Sell	19,998 -55	-0.3%	-$2.27K	0.19%	100
2020 Q3	$697K	Sell	20,053 -3,863	-16%	-$119K	0.19%	116
2020 Q2	$676K	Buy	23,916 +18,663	+355%	+$530K	0.23%	84
2020 Q1	$148K	Sell	5,253 -505	-9%	-$18.2K	0.06%	514
2019 Q4	$247K	Buy	5,758 +141	+3%	+$5.5K	0.09%	220
2019 Q3	$205K	Buy	+5,617	New	+$201K	0.08%	277
2018 Q4	–	Sell	-4,068	Closed	-$217K	–	249
2018 Q3	$217K	Buy	+4,068	New	+$228K	0.13%	202
2018 Q1	–	Sell	-927	Closed	-$59K	–	747
2017 Q4	$59K	Buy	+927	New	+$56.3K	0.05%	364

Other funds holding WRK

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Inspire Investing's WRK Position: Q3 2021 in Review

Inspire Investing sold out of WestRock Company (WRK) in Q3 2021, closing a stake of 25,495 shares — an estimated $1.36M sold.

Inspire Investing first reported a position in WRK in Q4 2017 and held it in 10 quarters. The position peaked at $1.36M in Q2 2021. 584 funds tracked by Wall St. Rank hold WRK as of Q3 2021.

Inspire Investing reported no remaining WestRock Company position as of Q3 2021 after selling out during the quarter.
Inspire Investing sold 25,495 WestRock Company shares in Q3 2021, an estimated $1.36M.
Inspire Investing first reported a position in WestRock Company in Q4 2017 and held it in 10 quarters.
Inspire Investing's WestRock Company position peaked at $1.36M in Q2 2021.
584 funds tracked by Wall St. Rank held WestRock Company as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.