Total Clarity Wealth Management’s WestRock Company WRK Stock Holding History

Total Clarity 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 Q3	–	Sell	-3,975	Closed	-$158K	–	1020
2022 Q2	$158K	Buy	+3,975	New	+$187K	0.08%	240
2022 Q1	–	Sell	-3,775	Closed	-$167K	–	960
2021 Q4	$167K	Sell	3,775 -800	-17%	-$37.6K	0.08%	238
2021 Q3	$228K	Hold	4,575	–	–	0.11%	197
2021 Q2	$243K	Buy	4,575 +300	+7%	+$16.8K	0.14%	185
2021 Q1	$223K	Buy	+4,275	New	+$200K	0.13%	165
2020 Q1	–	Sell	-300	Closed	-$13K	–	658
2019 Q4	$13K	Buy	+300	New	+$11.7K	0.01%	468

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 $8.66B AUM 17.37% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Total Clarity Wealth Management's WRK Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WestRock Company (WRK) in Q3 2022, closing a stake of 3,975 shares — an estimated $158K sold.

Total Clarity Wealth Management first reported a position in WRK in Q4 2019 and held it in 6 quarters. The position peaked at $243K in Q2 2021. 576 funds tracked by Wall St. Rank hold WRK as of Q3 2022.

Total Clarity Wealth Management reported no remaining WestRock Company position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 3,975 WestRock Company shares in Q3 2022, an estimated $158K.
Total Clarity Wealth Management first reported a position in WestRock Company in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's WestRock Company position peaked at $243K in Q2 2021.
576 funds tracked by Wall St. Rank held WestRock Company as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.