PFS
WRK

Prospera Financial Services’s WestRock Company WRK Stock Holding History

Prospera Financial 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
2022
Q2 		– Sell
-37
Closed -$2K – 2704
2022
Q1 		$2K Buy
+37
New +$1.69K ﹤0.01% 2539
2016
Q4 		– Sell
-5,139
Closed -$249K – 426
2016
Q3 		$249K Buy
+5,139
New +$229K 0.05% 304

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prospera Financial Services's WRK Position: Q2 2022 in Review

Prospera Financial Services sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 37 shares — an estimated $2K sold.

Prospera Financial Services first reported a position in WRK in Q3 2016 and held it in 2 quarters. The position peaked at $249K in Q3 2016. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

  • Prospera Financial Services reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 37 WestRock Company shares in Q2 2022, an estimated $2K.
  • Prospera Financial Services first reported a position in WestRock Company in Q3 2016 and held it in 2 quarters.
  • Prospera Financial Services's WestRock Company position peaked at $249K in Q3 2016.
  • 605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.