SHFP
WRK

Second Half Financial Partners’s WestRock Company WRK Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-34,593
Closed -$1.8M – 69
2022
Q2 		$1.8M Hold
34,593
– – 1.39% 33
2022
Q1 		$1.8M Buy
+34,593
New +$1.58M 1.39% 33

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Second Half Financial Partners's WRK Position: Q3 2022 in Review

Second Half Financial Partners sold out of WestRock Company (WRK) in Q3 2022, closing a stake of 34,593 shares — an estimated $1.8M sold.

Second Half Financial Partners first reported a position in WRK in Q1 2022 and held it in 2 quarters. The position peaked at $1.8M in Q2 2022. 576 funds tracked by Wall St. Rank hold WRK as of Q3 2022.

  • Second Half Financial Partners reported no remaining WestRock Company position as of Q3 2022 after selling out during the quarter.
  • Second Half Financial Partners sold 34,593 WestRock Company shares in Q3 2022, an estimated $1.8M.
  • Second Half Financial Partners first reported a position in WestRock Company in Q1 2022 and held it in 2 quarters.
  • Second Half Financial Partners's WestRock Company position peaked at $1.8M in Q2 2022.
  • 576 funds tracked by Wall St. Rank held WestRock Company as of Q3 2022.

Based on Second Half Financial Partners's 13F filing for Q3 2022, filed 15 Nov 2022.