PFS Investments’s WestRock Company WRK Stock Holding History

PFS Investments’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	–	Sell	-15,027	Closed	-$738K	–	421
2021 Q3	$738K	Buy	15,027 +3,167	+27%	+$160K	0.02%	341
2021 Q2	$627K	Buy	+11,860	New	+$664K	0.01%	336

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments's WRK Position: Q4 2021 in Review

PFS Investments sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 15,027 shares — an estimated $738K sold.

PFS Investments first reported a position in WRK in Q2 2021 and held it in 2 quarters. The position peaked at $738K in Q3 2021. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

PFS Investments reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
PFS Investments sold 15,027 WestRock Company shares in Q4 2021, an estimated $738K.
PFS Investments first reported a position in WestRock Company in Q2 2021 and held it in 2 quarters.
PFS Investments's WestRock Company position peaked at $738K in Q3 2021.
599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on PFS Investments's 13F filing for Q4 2021, filed 11 Feb 2022.