SHA
WRK

Seneca House Advisors’s WestRock Company WRK Stock Holding History

Seneca House 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
-5,992
Closed -$299K – 94
2021
Q3 		$299K Buy
5,992
+1,361
+29% +$68.8K 0.18% 73
2021
Q2 		$246K Buy
+4,631
New +$259K 0.16% 72

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Seneca House Advisors's WRK Position: Q4 2021 in Review

Seneca House Advisors sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 5,992 shares — an estimated $299K sold.

Seneca House Advisors first reported a position in WRK in Q2 2021 and held it in 2 quarters. The position peaked at $299K in Q3 2021. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

  • Seneca House Advisors reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
  • Seneca House Advisors sold 5,992 WestRock Company shares in Q4 2021, an estimated $299K.
  • Seneca House Advisors first reported a position in WestRock Company in Q2 2021 and held it in 2 quarters.
  • Seneca House Advisors's WestRock Company position peaked at $299K in Q3 2021.
  • 599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on Seneca House Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.