PWS
WRK

Peterson Wealth Services’s WestRock Company WRK Stock Holding History

Peterson Wealth 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
2023
Q1 		– Sell
-68,094
Closed -$2.39M – 95
2022
Q4 		$2.39M Sell
68,094
-1,256
-2% -$43.8K 1.37% 23
2022
Q3 		$2.14M Buy
69,350
+1,725
+3% +$68.1K 1.52% 24
2022
Q2 		$2.69M Buy
67,625
+1,733
+3% +$81.5K 1.94% 19
2022
Q1 		$3.1M Buy
65,892
+10,757
+20% +$491K 1.91% 18
2021
Q4 		$2.45M Buy
+55,135
New +$2.59M 1.62% 24

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Peterson Wealth Services's WRK Position: Q1 2023 in Review

Peterson Wealth Services sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 68,094 shares — an estimated $2.39M sold.

Peterson Wealth Services first reported a position in WRK in Q4 2021 and held it in 5 quarters. The position peaked at $3.1M in Q1 2022. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

  • Peterson Wealth Services reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
  • Peterson Wealth Services sold 68,094 WestRock Company shares in Q1 2023, an estimated $2.39M.
  • Peterson Wealth Services first reported a position in WestRock Company in Q4 2021 and held it in 5 quarters.
  • Peterson Wealth Services's WestRock Company position peaked at $3.1M in Q1 2022.
  • 562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Peterson Wealth Services's 13F filing for Q1 2023, filed 6 Apr 2023.