Selective Wealth Management’s WestRock Company WRK Stock Holding History

Selective Wealth Management’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	-373	Closed	-$12K	–	771
2022 Q3	$12K	Hold	373	–	–	0.01%	503
2022 Q2	$15K	Hold	373	–	–	0.01%	513
2022 Q1	$18K	Hold	373	–	–	0.01%	460
2021 Q4	$17K	Hold	373	–	–	0.01%	432
2021 Q3	$19K	Hold	373	–	–	0.01%	369
2021 Q2	$20K	Hold	373	–	–	0.02%	280
2021 Q1	$19K	Buy	373 +262	+236%	+$12.2K	0.02%	197
2020 Q4	$5K	Hold	111	–	–	﹤0.01%	296
2020 Q3	$4K	Hold	111	–	–	﹤0.01%	260
2020 Q2	$3K	Hold	111	–	–	﹤0.01%	364
2020 Q1	$3K	Hold	111	–	–	﹤0.01%	262
2019 Q4	$5K	Hold	111	–	–	0.01%	230
2019 Q3	$4K	Buy	+111	New	+$3.96K	0.01%	255
2018 Q3	$6K	Buy	+111	New	+$6.22K	0.07%	107

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Selective Wealth Management's WRK Position: Q4 2022 in Review

Selective Wealth Management sold out of WestRock Company (WRK) in Q4 2022, closing a stake of 373 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in WRK in Q3 2018 and held it in 14 quarters. The position peaked at $20K in Q2 2021. 603 funds tracked by Wall St. Rank hold WRK as of Q4 2022.

Selective Wealth Management reported no remaining WestRock Company position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 373 WestRock Company shares in Q4 2022, an estimated $12K.
Selective Wealth Management first reported a position in WestRock Company in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's WestRock Company position peaked at $20K in Q2 2021.
603 funds tracked by Wall St. Rank held WestRock Company as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.