RPCONE
WRK

Retirement Planning Company of New England’s WestRock Company WRK Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-1,493
Closed -$66K – 943
2021
Q4 		$66K Buy
+1,493
New +$70.3K 0.03% 369

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Retirement Planning Company of New England's WRK Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of WestRock Company (WRK) in Q1 2022, closing a stake of 1,493 shares — an estimated $66K sold.

Retirement Planning Company of New England first reported a position in WRK in Q4 2021 and held it in 1 quarter. The position peaked at $66K in Q4 2021. 624 funds tracked by Wall St. Rank hold WRK as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining WestRock Company position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,493 WestRock Company shares in Q1 2022, an estimated $66K.
  • Retirement Planning Company of New England first reported a position in WestRock Company in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's WestRock Company position peaked at $66K in Q4 2021.
  • 624 funds tracked by Wall St. Rank held WestRock Company as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.