Triangle Securities Wealth Management’s WestRock Company WRK Stock Holding History

Triangle Securities 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 Q4	–	Sell	-7,005	Closed	-$216K	–	183
2022 Q3	$216K	Sell	7,005 -4,430	-39%	-$175K	0.09%	169
2022 Q2	$456K	Sell	11,435 -1,445	-11%	-$68K	0.18%	134
2022 Q1	$606K	Sell	12,880 -2,265	-15%	-$103K	0.2%	124
2021 Q4	$672K	Sell	15,145 -40	-0.3%	-$1.88K	0.21%	120
2021 Q3	$757K	Hold	15,185	–	–	0.26%	108
2021 Q2	$808K	Sell	15,185 -50	-0.3%	-$2.8K	0.27%	106
2021 Q1	$793K	Buy	15,235 +350	+2%	+$16.3K	0.29%	104
2020 Q4	$648K	Hold	14,885	–	–	0.26%	113
2020 Q3	$517K	Sell	14,885 -1,515	-9%	-$46.8K	0.23%	112
2020 Q2	$463K	Buy	16,400 +3,240	+25%	+$92.1K	0.22%	113
2020 Q1	$372K	Buy	13,160 +8,220	+166%	+$295K	0.21%	113
2019 Q4	$212K	Buy	+4,940	New	+$193K	0.09%	158

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Triangle Securities Wealth Management's WRK Position: Q4 2022 in Review

Triangle Securities Wealth Management sold out of WestRock Company (WRK) in Q4 2022, closing a stake of 7,005 shares — an estimated $216K sold.

Triangle Securities Wealth Management first reported a position in WRK in Q4 2019 and held it in 12 quarters. The position peaked at $808K in Q2 2021. 603 funds tracked by Wall St. Rank hold WRK as of Q4 2022.

Triangle Securities Wealth Management reported no remaining WestRock Company position as of Q4 2022 after selling out during the quarter.
Triangle Securities Wealth Management sold 7,005 WestRock Company shares in Q4 2022, an estimated $216K.
Triangle Securities Wealth Management first reported a position in WestRock Company in Q4 2019 and held it in 12 quarters.
Triangle Securities Wealth Management's WestRock Company position peaked at $808K in Q2 2021.
603 funds tracked by Wall St. Rank held WestRock Company as of Q4 2022.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2022, filed 11 Jan 2023.