Laurel Wealth Advisors (California)’s WestRock Company WRK Stock Holding History

Laurel Wealth Advisors (California)’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 Q2	–	Sell	-4,914	Closed	-$231K	–	768
2022 Q1	$231K	Hold	4,914	–	–	0.02%	673
2021 Q4	$218K	Buy	+4,914	New	+$231K	0.02%	737
2020 Q2	–	Sell	-13,581	Closed	-$384K	–	400
2020 Q1	$384K	Buy	+13,581	New	+$488K	0.09%	234
2018 Q1	–	Sell	-10,975	Closed	-$693K	–	385
2017 Q4	$693K	Sell	10,975 -575	-5%	-$34.9K	0.2%	122
2017 Q3	$655K	Sell	11,550 -700	-6%	-$40K	0.22%	111
2017 Q2	$694K	Buy	+12,250	New	+$664K	0.25%	110

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 $8.66B AUM 17.37% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Laurel Wealth Advisors (California)'s WRK Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 4,914 shares — an estimated $231K sold.

Laurel Wealth Advisors (California) first reported a position in WRK in Q2 2017 and held it in 6 quarters. The position peaked at $694K in Q2 2017. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

Laurel Wealth Advisors (California) reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 4,914 WestRock Company shares in Q2 2022, an estimated $231K.
Laurel Wealth Advisors (California) first reported a position in WestRock Company in Q2 2017 and held it in 6 quarters.
Laurel Wealth Advisors (California)'s WestRock Company position peaked at $694K in Q2 2017.
605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.