SFA
WRK

Source Financial Advisors’s WestRock Company WRK Stock Holding History

Source Financial 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
2022
Q3 		– Sell
-9,705
Closed -$386K – 117
2022
Q2 		$386K Sell
9,705
-244
-2% -$11.5K 0.15% 85
2022
Q1 		$468K Buy
9,949
+150
+2% +$6.85K 0.14% 78
2021
Q4 		$435K Buy
+9,799
New +$461K 0.12% 82

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

Source Financial Advisors's WRK Position: Q3 2022 in Review

Source Financial Advisors sold out of WestRock Company (WRK) in Q3 2022, closing a stake of 9,705 shares — an estimated $386K sold.

Source Financial Advisors first reported a position in WRK in Q4 2021 and held it in 3 quarters. The position peaked at $468K in Q1 2022. 576 funds tracked by Wall St. Rank hold WRK as of Q3 2022.

  • Source Financial Advisors reported no remaining WestRock Company position as of Q3 2022 after selling out during the quarter.
  • Source Financial Advisors sold 9,705 WestRock Company shares in Q3 2022, an estimated $386K.
  • Source Financial Advisors first reported a position in WestRock Company in Q4 2021 and held it in 3 quarters.
  • Source Financial Advisors's WestRock Company position peaked at $468K in Q1 2022.
  • 576 funds tracked by Wall St. Rank held WestRock Company as of Q3 2022.

Based on Source Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.