Loveless Wealth Management’s WestRock Company WRK Stock Holding History

Loveless 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
2022 Q2	$281K	Hold	7,050	–	–	0.18%	107
2022 Q1	$332K	Hold	7,050	–	–	0.19%	110
2021 Q4	$313K	Hold	7,050	–	–	0.17%	116
2021 Q3	$351K	Hold	7,050	–	–	0.21%	106
2021 Q2	$375K	Hold	7,050	–	–	0.23%	106
2021 Q1	$367K	Hold	7,050	–	–	0.24%	100
2020 Q4	$307K	Sell	7,050 -159	-2%	-$6.56K	0.23%	100
2020 Q3	$250K	Hold	7,209	–	–	0.21%	98
2020 Q2	$204K	Hold	7,209	–	–	0.19%	111
2020 Q1	$204K	Buy	7,209 +90	+1%	+$3.23K	0.24%	91
2019 Q4	$304K	Buy	+7,119	New	+$278K	0.26%	92

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

Loveless Wealth Management's WRK Position: Q2 2022 in Review

Loveless Wealth Management held its WestRock Company (WRK) position steady in Q2 2022 at 7,050 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #107.

Loveless Wealth Management first reported a position in WRK in Q4 2019 and has held it in 11 quarters since. The position peaked at $375K in Q2 2021. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

Loveless Wealth Management held 7,050 shares of WestRock Company worth $281K as of Q2 2022.
Loveless Wealth Management left its WestRock Company share count unchanged in Q2 2022.
WestRock Company made up 0.18% of Loveless Wealth Management's portfolio in Q2 2022, its #107 holding.
Loveless Wealth Management first reported a position in WestRock Company in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's WestRock Company position peaked at $375K in Q2 2021.
605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.