Successful Portfolios’s WestRock Company WRK Stock Holding History

Successful Portfolios’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 Q1	–	Sell	-4,585	Closed	-$203K	–	218
2021 Q4	$203K	Sell	4,585 -124	-3%	-$5.84K	0.11%	203
2021 Q3	$235K	Buy	4,709 +109	+2%	+$5.51K	0.14%	168
2021 Q2	$245K	Sell	4,600 -124	-3%	-$6.94K	0.15%	169
2021 Q1	$246K	Sell	4,724 -99	-2%	-$4.62K	0.16%	155
2020 Q4	$210K	Buy	+4,823	New	+$199K	0.15%	165
2020 Q1	–	Sell	-6,118	Closed	-$263K	–	174
2019 Q4	$263K	Buy	6,118 +118	+2%	+$4.6K	0.23%	116
2019 Q3	$219K	Buy	+6,000	New	+$214K	0.21%	133

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Successful Portfolios's WRK Position: Q1 2022 in Review

Successful Portfolios sold out of WestRock Company (WRK) in Q1 2022, closing a stake of 4,585 shares — an estimated $203K sold.

Successful Portfolios first reported a position in WRK in Q3 2019 and held it in 7 quarters. The position peaked at $263K in Q4 2019. 624 funds tracked by Wall St. Rank hold WRK as of Q1 2022.

Successful Portfolios reported no remaining WestRock Company position as of Q1 2022 after selling out during the quarter.
Successful Portfolios sold 4,585 WestRock Company shares in Q1 2022, an estimated $203K.
Successful Portfolios first reported a position in WestRock Company in Q3 2019 and held it in 7 quarters.
Successful Portfolios's WestRock Company position peaked at $263K in Q4 2019.
624 funds tracked by Wall St. Rank held WestRock Company as of Q1 2022.

Based on Successful Portfolios's 13F filing for Q1 2022, filed 21 Apr 2022.