TCWP’s WestRock Company WRK Stock Holding History

TCWP’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	-241	Closed	-$11K	–	1871
2022 Q1	$11K	Buy	+241	New	+$11K	﹤0.01%	869

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

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 Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

TCWP's WRK Position: Q2 2022 in Review

TCWP sold out of WestRock Company (WRK) in Q2 2022, closing a stake of 241 shares — an estimated $11K sold.

TCWP first reported a position in WRK in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 605 funds tracked by Wall St. Rank hold WRK as of Q2 2022.

TCWP reported no remaining WestRock Company position as of Q2 2022 after selling out during the quarter.
TCWP sold 241 WestRock Company shares in Q2 2022, an estimated $11K.
TCWP first reported a position in WestRock Company in Q1 2022 and held it in 1 quarter.
TCWP's WestRock Company position peaked at $11K in Q1 2022.
605 funds tracked by Wall St. Rank held WestRock Company as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.