Reilly Financial Advisors’s WestRock Company WRK Stock Holding History

Reilly 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
2021 Q4	–	Sell	-100	Closed	-$5K	–	1224
2021 Q3	$5K	Buy	+100	New	+$5.05K	﹤0.01%	763
2019 Q2	–	Sell	-594	Closed	-$23K	–	1019
2019 Q1	$23K	Buy	594 +6	+1%	+$235	﹤0.01%	501
2018 Q4	$22K	Buy	588 +6	+1%	+$265	﹤0.01%	473
2018 Q3	$31K	Buy	+582	New	+$32.6K	﹤0.01%	455
2018 Q1	–	Sell	-232	Closed	-$15K	–	1070
2017 Q4	$15K	Hold	232	–	–	﹤0.01%	569
2017 Q3	$13K	Hold	232	–	–	﹤0.01%	591
2017 Q2	$13K	Sell	232 -2	-0.9%	-$108	﹤0.01%	597
2017 Q1	$12K	Buy	+234	New	+$12.3K	﹤0.01%	584

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

Reilly Financial Advisors's WRK Position: Q4 2021 in Review

Reilly Financial Advisors sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in WRK in Q1 2017 and held it in 8 quarters. The position peaked at $31K in Q3 2018. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

Reilly Financial Advisors reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
Reilly Financial Advisors sold 100 WestRock Company shares in Q4 2021, an estimated $5K.
Reilly Financial Advisors first reported a position in WestRock Company in Q1 2017 and held it in 8 quarters.
Reilly Financial Advisors's WestRock Company position peaked at $31K in Q3 2018.
599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.