SLWS
WRK

Swaine & Leidel Wealth Services’s WestRock Company WRK Stock Holding History

Swaine & Leidel Wealth Services’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 		$1.8K Buy
+1,801
New +$82.3K 1.39% 33
2021
Q1 		$1.8M Buy
+34,593
New +$1.61M 1.16% 39

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
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Swaine & Leidel Wealth Services's WRK Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in WestRock Company (WRK) in Q1 2022: 1,801 shares worth $1.8K. The stake represents 1.39% of the portfolio and ranks #33 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in WRK as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in WRK in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.8M in Q1 2021. 624 funds tracked by Wall St. Rank hold WRK as of Q1 2022.

  • Swaine & Leidel Wealth Services held 1,801 shares of WestRock Company worth $1.8K as of Q1 2022.
  • WestRock Company was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • WestRock Company made up 1.39% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #33 holding.
  • Swaine & Leidel Wealth Services first reported a position in WestRock Company in Q1 2021 and has held it in 2 quarters since.
  • Swaine & Leidel Wealth Services's WestRock Company position peaked at $1.8M in Q1 2021.
  • 624 funds tracked by Wall St. Rank held WestRock Company as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.