Liberty Wealth Management’s WestRock Company WRK Stock Holding History

Liberty 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 Q4	–	Sell	-107	Closed	-$5K	–	1163
2021 Q3	$5K	Buy	107 +10	+10%	+$505	﹤0.01%	958
2021 Q2	$5K	Sell	97 -43	-31%	-$2.41K	﹤0.01%	810
2021 Q1	$5K	Hold	140	–	–	﹤0.01%	718
2020 Q4	$5K	Hold	140	–	–	﹤0.01%	714
2020 Q3	$5K	Buy	140 +45	+47%	+$1.39K	﹤0.01%	643
2020 Q2	$3K	Buy	95 +59	+164%	+$1.68K	﹤0.01%	718
2020 Q1	$1K	Sell	36 -306	-89%	-$11K	﹤0.01%	860
2019 Q4	$15K	Buy	342 +2	+0.6%	+$78	0.01%	467
2019 Q3	$12K	Buy	+340	New	+$12.1K	0.01%	492
2019 Q1	–	Sell	-94	Closed	-$3K	–	865
2018 Q4	$3K	Buy	+94	New	+$4.15K	﹤0.01%	657

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

Liberty Wealth Management's WRK Position: Q4 2021 in Review

Liberty Wealth Management sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 107 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in WRK in Q4 2018 and held it in 10 quarters. The position peaked at $15K in Q4 2019. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

Liberty Wealth Management reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 107 WestRock Company shares in Q4 2021, an estimated $5K.
Liberty Wealth Management first reported a position in WestRock Company in Q4 2018 and held it in 10 quarters.
Liberty Wealth Management's WestRock Company position peaked at $15K in Q4 2019.
599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.