RG
WRK

Retirement Group’s WestRock Company WRK Stock Holding History

Retirement Group’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
Q4 		– Sell
-100
Closed -$3K – 740
2022
Q3 		$3K Hold
100
– – ﹤0.01% 382
2022
Q2 		$4K Buy
+100
New +$4.7K ﹤0.01% 567
2022
Q1 		– Sell
-13
Closed -$1K – 847
2021
Q4 		$1K Hold
13
– – ﹤0.01% 693
2021
Q3 		$1K Sell
13
-1,000
-99% -$50.5K ﹤0.01% 611
2021
Q2 		$54K Buy
1,013
+4
+0.4% +$224 0.03% 229
2021
Q1 		$53K Buy
1,009
+5
+0.5% +$233 0.02% 270
2020
Q4 		$43K Buy
1,004
+504
+101% +$20.8K 0.02% 277
2020
Q3 		$17K Hold
500
– – 0.01% 346
2020
Q2 		$14K Buy
+500
New +$14.2K 0.01% 357
2019
Q4 		$21K Buy
+500
New +$19.5K 0.01% 323

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Retirement Group's WRK Position: Q4 2022 in Review

Retirement Group sold out of WestRock Company (WRK) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Retirement Group first reported a position in WRK in Q4 2019 and held it in 10 quarters. The position peaked at $54K in Q2 2021. 603 funds tracked by Wall St. Rank hold WRK as of Q4 2022.

  • Retirement Group reported no remaining WestRock Company position as of Q4 2022 after selling out during the quarter.
  • Retirement Group sold 100 WestRock Company shares in Q4 2022, an estimated $3K.
  • Retirement Group first reported a position in WestRock Company in Q4 2019 and held it in 10 quarters.
  • Retirement Group's WestRock Company position peaked at $54K in Q2 2021.
  • 603 funds tracked by Wall St. Rank held WestRock Company as of Q4 2022.

Based on Retirement Group's 13F filing for Q4 2022, filed 15 Feb 2023.