MWM
WRK

Modera Wealth Management’s WestRock Company WRK Stock Holding History

Modera 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
Q1 		– Sell
-5,176
Closed -$230K – 610
2021
Q4 		$230K Buy
+5,176
New +$244K 0.01% 515

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Modera Wealth Management's WRK Position: Q1 2022 in Review

Modera Wealth Management sold out of WestRock Company (WRK) in Q1 2022, closing a stake of 5,176 shares — an estimated $230K sold.

Modera Wealth Management first reported a position in WRK in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 624 funds tracked by Wall St. Rank hold WRK as of Q1 2022.

  • Modera Wealth Management reported no remaining WestRock Company position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 5,176 WestRock Company shares in Q1 2022, an estimated $230K.
  • Modera Wealth Management first reported a position in WestRock Company in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's WestRock Company position peaked at $230K in Q4 2021.
  • 624 funds tracked by Wall St. Rank held WestRock Company as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.