Lenox Wealth Advisors’s WestRock Company WRK Stock Holding History

Lenox 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 Q1	$20K	Buy	423 +111	+36%	+$5.07K	﹤0.01%	384
2021 Q4	$14K	Sell	312 -11	-3%	-$518	﹤0.01%	465
2021 Q3	$16K	Buy	323 +7	+2%	+$354	﹤0.01%	403
2021 Q2	$17K	Buy	316 +312	+7,800%	+$17.5K	﹤0.01%	397
2021 Q1	$0	Buy	+4	New	+$187	﹤0.01%	771
2020 Q1	–	Sell	-2	Closed	–	–	960
2019 Q4	$0	Buy	+2	New	+$78	﹤0.01%	837
2016 Q1	–	Sell	-27	Closed	-$1K	–	430
2015 Q4	$1K	Buy	+27	New	+$1.23K	﹤0.01%	443

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

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

PAMS

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Lenox Wealth Advisors's WRK Position: Q1 2022 in Review

Lenox Wealth Advisors increased its WestRock Company (WRK) stake by 36% in Q1 2022, buying an estimated $5.07K and bringing the position to 423 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Lenox Wealth Advisors first reported a position in WRK in Q4 2015 and has held it in 7 quarters since. 624 funds tracked by Wall St. Rank hold WRK as of Q1 2022.

Lenox Wealth Advisors held 423 shares of WestRock Company worth $20K as of Q1 2022.
Lenox Wealth Advisors bought 111 WestRock Company shares in Q1 2022, an estimated $5.07K.
WestRock Company made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #384 holding.
Lenox Wealth Advisors first reported a position in WestRock Company in Q4 2015 and has held it in 7 quarters since.
624 funds tracked by Wall St. Rank held WestRock Company as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.