Mid Atlantic Financial Management’s WestRock Company WRK Stock Holding History

Mid Atlantic Financial 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 Q3	$246K	Buy	4,934 +347	+8%	+$17.5K	0.02%	741
2021 Q2	$244K	Sell	4,587 -91	-2%	-$5.09K	0.02%	753
2021 Q1	$243K	Buy	+4,678	New	+$218K	0.02%	714
2020 Q1	–	Sell	-5,348	Closed	-$229K	–	785
2019 Q4	$229K	Buy	+5,348	New	+$209K	0.02%	606
2019 Q3	–	Sell	-5,523	Closed	-$201K	–	772
2019 Q2	$201K	Buy	+5,523	New	+$203K	0.02%	643

Other funds holding WRK

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

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

PAMS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mid Atlantic Financial Management's WRK Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its WestRock Company (WRK) stake by 7.6% in Q3 2021, buying an estimated $17.5K and bringing the position to 4,934 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #741.

Mid Atlantic Financial Management first reported a position in WRK in Q2 2019 and has held it in 5 quarters since. 584 funds tracked by Wall St. Rank hold WRK as of Q3 2021.

Mid Atlantic Financial Management held 4,934 shares of WestRock Company worth $246K as of Q3 2021.
Mid Atlantic Financial Management bought 347 WestRock Company shares in Q3 2021, an estimated $17.5K.
WestRock Company made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #741 holding.
Mid Atlantic Financial Management first reported a position in WestRock Company in Q2 2019 and has held it in 5 quarters since.
584 funds tracked by Wall St. Rank held WestRock Company as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.