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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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.