KMWM
WRK

Keudell/Morrison Wealth Management’s WestRock Company WRK Stock Holding History

Keudell/Morrison Wealth Management’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
Q1 		– Sell
-8,000
Closed -$348K – 173
2020
Q4 		$348K Sell
8,000
-142
-2% -$5.86K 0.22% 114
2020
Q3 		$283K Buy
+8,142
New +$252K 0.18% 119

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Keudell/Morrison Wealth Management's WRK Position: Q1 2021 in Review

Keudell/Morrison Wealth Management sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 8,000 shares — an estimated $348K sold.

Keudell/Morrison Wealth Management first reported a position in WRK in Q3 2020 and held it in 2 quarters. The position peaked at $348K in Q4 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

  • Keudell/Morrison Wealth Management reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 8,000 WestRock Company shares in Q1 2021, an estimated $348K.
  • Keudell/Morrison Wealth Management first reported a position in WestRock Company in Q3 2020 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's WestRock Company position peaked at $348K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2021, filed 13 Apr 2021.