JP Morgan Private Wealth Advisors’s WestRock Company WRK Stock Holding History

JP Morgan Private 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
2022 Q4	–	Sell	-27,654	Closed	-$854K	–	2014
2022 Q3	$854K	Buy	+27,654	New	+$1.09M	﹤0.01%	1219
2019 Q3	–	Sell	-6,237	Closed	-$227K	–	1492
2019 Q2	$227K	Buy	+6,237	New	+$229K	﹤0.01%	1263
2018 Q4	–	Sell	-5,775	Closed	-$309K	–	1611
2018 Q3	$309K	Buy	+5,775	New	+$324K	﹤0.01%	1281

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Private Wealth Advisors's WRK Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of WestRock Company (WRK) in Q4 2022, closing a stake of 27,654 shares — an estimated $854K sold.

JP Morgan Private Wealth Advisors first reported a position in WRK in Q3 2018 and held it in 3 quarters. The position peaked at $854K in Q3 2022. 603 funds tracked by Wall St. Rank hold WRK as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining WestRock Company position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 27,654 WestRock Company shares in Q4 2022, an estimated $854K.
JP Morgan Private Wealth Advisors first reported a position in WestRock Company in Q3 2018 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's WestRock Company position peaked at $854K in Q3 2022.
603 funds tracked by Wall St. Rank held WestRock Company as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.