Lloyd Advisory Services’s WestRock Company WRK Stock Holding History

Lloyd Advisory Services’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	-531	Closed	-$25K	–	594
2022 Q1	$25K	Buy	531 +73	+16%	+$3.33K	0.01%	319
2021 Q4	$20K	Buy	458 +44	+11%	+$2.07K	0.01%	290
2021 Q3	$21K	Buy	414 +215	+108%	+$10.9K	0.01%	247
2021 Q2	$11K	Buy	199 +85	+75%	+$4.76K	0.01%	276
2021 Q1	$6K	Hold	114	–	–	﹤0.01%	281
2020 Q4	$5K	Sell	114 -58	-34%	-$2.39K	﹤0.01%	258
2020 Q3	$6K	Buy	+172	New	+$5.31K	﹤0.01%	218

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

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

Lloyd Advisory Services's WRK Position: Q2 2022 in Review

Lloyd Advisory Services sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 531 shares — an estimated $25K sold.

Lloyd Advisory Services first reported a position in WRK in Q3 2020 and held it in 7 quarters. The position peaked at $25K in Q1 2022. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

Lloyd Advisory Services reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 531 WestRock Company shares in Q2 2022, an estimated $25K.
Lloyd Advisory Services first reported a position in WestRock Company in Q3 2020 and held it in 7 quarters.
Lloyd Advisory Services's WestRock Company position peaked at $25K in Q1 2022.
605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.