PMFA
WRK

Plante Moran Financial Advisors’s WestRock Company WRK Stock Holding History

Plante Moran Financial Advisors’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
-197
Closed -$6.93K – 917
2022
Q4 		$6.93K Buy
+197
New +$6.87K ﹤0.01% 630
2022
Q3 		– Sell
-20
Closed -$1K – 1103
2022
Q2 		$1K Buy
+20
New +$941 ﹤0.01% 960
2022
Q1 		– Sell
-85
Closed -$4K – 1039
2021
Q4 		$4K Buy
+85
New +$4K ﹤0.01% 866
2021
Q1 		– Sell
-430
Closed -$19K – 1149
2020
Q4 		$19K Hold
430
– – 0.01% 544
2020
Q3 		$15K Hold
430
– – 0.01% 553
2020
Q2 		$12K Buy
+430
New +$12.2K ﹤0.01% 506
2019
Q4 		– Sell
-54
Closed -$2K – 920
2019
Q3 		$2K Hold
54
– – ﹤0.01% 802
2019
Q2 		$2K Hold
54
– – ﹤0.01% 743
2019
Q1 		$2K Hold
54
– – ﹤0.01% 732
2018
Q4 		$2K Hold
54
– – ﹤0.01% 761
2018
Q3 		$3K Hold
54
– – ﹤0.01% 668
2018
Q2 		$3K Sell
54
-66
-55% -$4.05K ﹤0.01% 696
2018
Q1 		$8K Hold
120
– – ﹤0.01% 651
2017
Q4 		$8K Hold
120
– – ﹤0.01% 642
2017
Q3 		$7K Hold
120
– – ﹤0.01% 616
2017
Q2 		$7K Sell
120
-535
-82% -$29K ﹤0.01% 625
2017
Q1 		$34K Sell
655
-75
-10% -$3.96K 0.02% 382
2016
Q4 		$37K Buy
730
+610
+508% +$30K 0.02% 381
2016
Q3 		$6K Buy
120
+54
+82% +$2.41K ﹤0.01% 672
2016
Q2 		$3K Sell
66
-7
-10% -$263 ﹤0.01% 756
2016
Q1 		$3K Buy
+73
New +$2.38K ﹤0.01% 680

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

Plante Moran Financial Advisors's WRK Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 197 shares — an estimated $6.93K sold.

Plante Moran Financial Advisors first reported a position in WRK in Q1 2016 and held it in 21 quarters. The position peaked at $37K in Q4 2016. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 197 WestRock Company shares in Q1 2023, an estimated $6.93K.
  • Plante Moran Financial Advisors first reported a position in WestRock Company in Q1 2016 and held it in 21 quarters.
  • Plante Moran Financial Advisors's WestRock Company position peaked at $37K in Q4 2016.
  • 562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.