Walled Lake Planning & Wealth Management’s WestRock Company WRK Stock Holding History

Walled Lake Planning & 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
2021 Q2	–	Sell	-2	Closed	–	–	321
2021 Q1	$0	Hold	2	–	–	﹤0.01%	381
2020 Q4	$0	Hold	2	–	–	﹤0.01%	360
2020 Q3	$0	Hold	2	–	–	﹤0.01%	369
2020 Q2	$0	Sell	2 -91,903	-100%	-$2.61M	﹤0.01%	377
2020 Q1	$2.6M	Sell	91,905 -3,616	-4%	-$130K	2.37%	19
2019 Q4	$4.1M	Buy	+95,521	New	+$3.73M	2.96%	17

Other funds holding WRK

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Walled Lake Planning & Wealth Management's WRK Position: Q2 2021 in Review

Walled Lake Planning & Wealth Management sold out of WestRock Company (WRK) in Q2 2021, closing a stake of 2 shares.

Walled Lake Planning & Wealth Management first reported a position in WRK in Q4 2019 and held it in 6 quarters. The position peaked at $4.1M in Q4 2019. 610 funds tracked by Wall St. Rank hold WRK as of Q2 2021.

Walled Lake Planning & Wealth Management reported no remaining WestRock Company position as of Q2 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 2 WestRock Company shares in Q2 2021.
Walled Lake Planning & Wealth Management first reported a position in WestRock Company in Q4 2019 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's WestRock Company position peaked at $4.1M in Q4 2019.
610 funds tracked by Wall St. Rank held WestRock Company as of Q2 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.