NFG
WRK

Next Financial Group’s WestRock Company WRK Stock Holding History

Next Financial Group’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 		$157K Sell
3,538
-14
-0.4% -$659 0.01% 995
2021
Q3 		$177K Buy
3,552
+14
+0.4% +$707 0.01% 892
2021
Q2 		$188K Sell
3,538
-500
-12% -$28K 0.02% 847
2021
Q1 		$210K Hold
4,038
– – 0.02% 759
2020
Q4 		$176K Sell
4,038
-1,802
-31% -$74.4K 0.02% 759
2020
Q3 		$203K Buy
+5,840
New +$180K 0.02% 616
2020
Q2 		– Sell
-7,381
Closed -$209K – 1968
2020
Q1 		$209K Buy
7,381
+6,479
+718% +$233K 0.03% 516
2019
Q4 		$39K Buy
902
+262
+41% +$10.2K ﹤0.01% 1289
2019
Q3 		$23K Buy
640
+190
+42% +$6.79K ﹤0.01% 1392
2019
Q2 		$16K Buy
450
+200
+80% +$7.35K ﹤0.01% 1554
2019
Q1 		$10K Buy
250
+50
+25% +$1.96K ﹤0.01% 1122
2018
Q4 		$8K Buy
200
+32
+19% +$1.41K ﹤0.01% 1421
2018
Q3 		$9K Buy
+168
New +$9.41K ﹤0.01% 1023
2017
Q4 		– Sell
-150
Closed -$9K – 1488
2017
Q3 		$9K Hold
150
– – ﹤0.01% 1268
2017
Q2 		$8K Hold
150
– – ﹤0.01% 1420
2017
Q1 		$8K Sell
150
-490
-77% -$25.9K ﹤0.01% 1379
2016
Q4 		$32K Hold
640
– – 0.01% 1151
2016
Q3 		$31K Buy
640
+490
+327% +$21.9K 0.01% 1166
2016
Q2 		$5K Buy
+150
New +$5.63K ﹤0.01% 1423
2016
Q1 		– Sell
-95
Closed -$3K – 1890
2015
Q4 		$3K Buy
95
+89
+1,483% +$4.05K ﹤0.01% 1543
2015
Q3 		$0 Buy
+6
New +$321 ﹤0.01% 1985

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's WRK Position: Q4 2021 in Review

Next Financial Group reduced its WestRock Company (WRK) stake by 0.39% in Q4 2021, selling an estimated $659 and leaving 3,538 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #995.

Next Financial Group first reported a position in WRK in Q3 2015 and has held it in 21 quarters since. The position peaked at $210K in Q1 2021. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

  • Next Financial Group held 3,538 shares of WestRock Company worth $157K as of Q4 2021.
  • Next Financial Group sold 14 WestRock Company shares in Q4 2021, an estimated $659.
  • WestRock Company made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #995 holding.
  • Next Financial Group first reported a position in WestRock Company in Q3 2015 and has held it in 21 quarters since.
  • Next Financial Group's WestRock Company position peaked at $210K in Q1 2021.
  • 599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.