Intersect Capital’s WestRock Company WRK Stock Holding History

Intersect Capital’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	-3,993	Closed	-$213K	–	421
2021 Q2	$213K	Buy	+3,993	New	+$223K	0.04%	338

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

Intersect Capital's WRK Position: Q3 2021 in Review

Intersect Capital sold out of WestRock Company (WRK) in Q3 2021, closing a stake of 3,993 shares — an estimated $213K sold.

Intersect Capital first reported a position in WRK in Q2 2021 and held it in 1 quarter. The position peaked at $213K in Q2 2021. 584 funds tracked by Wall St. Rank hold WRK as of Q3 2021.

Intersect Capital reported no remaining WestRock Company position as of Q3 2021 after selling out during the quarter.
Intersect Capital sold 3,993 WestRock Company shares in Q3 2021, an estimated $213K.
Intersect Capital first reported a position in WestRock Company in Q2 2021 and held it in 1 quarter.
Intersect Capital's WestRock Company position peaked at $213K in Q2 2021.
584 funds tracked by Wall St. Rank held WestRock Company as of Q3 2021.

Based on Intersect Capital's 13F filing for Q3 2021, filed 15 Oct 2021.