SWM
WRK

Spire Wealth Management’s WestRock Company WRK Stock Holding History

Spire 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
Q2 		– Sell
-6,271
Closed -$295K – 2864
2022
Q1 		$295K Buy
6,271
+2,669
+74% +$122K 0.01% 734
2021
Q4 		$160K Sell
3,602
-1,970
-35% -$92.7K ﹤0.01% 1195
2021
Q3 		$278K Sell
5,572
-1,199
-18% -$60.6K 0.01% 785
2021
Q2 		$360K Sell
6,771
-575
-8% -$32.2K 0.01% 717
2021
Q1 		$383K Buy
+7,346
New +$343K 0.01% 763

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Spire Wealth Management's WRK Position: Q2 2022 in Review

Spire Wealth Management sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 6,271 shares — an estimated $295K sold.

Spire Wealth Management first reported a position in WRK in Q1 2021 and held it in 5 quarters. The position peaked at $383K in Q1 2021. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

  • Spire Wealth Management reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 6,271 WestRock Company shares in Q2 2022, an estimated $295K.
  • Spire Wealth Management first reported a position in WestRock Company in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's WestRock Company position peaked at $383K in Q1 2021.
  • 605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.