TD Ameritrade Investment Management’s WestRock Company WRK Stock Holding History

TD Ameritrade Investment 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
2021 Q4	–	Sell	-264	Closed	-$9K	–	733
2021 Q3	$9K	Buy	264 +67	+34%	+$3.38K	﹤0.01%	457
2021 Q2	$10K	Sell	197 -32	-14%	-$1.79K	﹤0.01%	468
2021 Q1	$10K	Hold	229	–	–	﹤0.01%	468
2020 Q4	$10K	Sell	229 -35	-13%	-$1.44K	﹤0.01%	468
2020 Q3	$9K	Sell	264 -79	-23%	-$2.44K	﹤0.01%	457
2020 Q2	$10K	Sell	343 -14,863	-98%	-$422K	﹤0.01%	433
2020 Q1	$430K	Sell	15,206 -652	-4%	-$23.4K	﹤0.01%	164
2019 Q4	$680K	Buy	15,858 +972	+7%	+$37.9K	0.01%	158
2019 Q3	$543K	Buy	14,886 +6,347	+74%	+$227K	﹤0.01%	156
2019 Q2	$311K	Buy	8,539 +569	+7%	+$20.9K	﹤0.01%	177
2019 Q1	$306K	Buy	7,970 +7,678	+2,629%	+$300K	﹤0.01%	161
2018 Q4	$11K	Buy	+292	New	+$12.9K	﹤0.01%	345

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Ameritrade Investment Management's WRK Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of WestRock Company (WRK) in Q4 2021, closing a stake of 264 shares — an estimated $9K sold.

TD Ameritrade Investment Management first reported a position in WRK in Q4 2018 and held it in 12 quarters. The position peaked at $680K in Q4 2019. 599 funds tracked by Wall St. Rank hold WRK as of Q4 2021.

TD Ameritrade Investment Management reported no remaining WestRock Company position as of Q4 2021 after selling out during the quarter.
TD Ameritrade Investment Management sold 264 WestRock Company shares in Q4 2021, an estimated $9K.
TD Ameritrade Investment Management first reported a position in WestRock Company in Q4 2018 and held it in 12 quarters.
TD Ameritrade Investment Management's WestRock Company position peaked at $680K in Q4 2019.
599 funds tracked by Wall St. Rank held WestRock Company as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.