WIS
WRK

Wright Investors Service’s WestRock Company WRK Stock Holding History

Wright Investors Service’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
Q3 		– Sell
-14,118
Closed -$751K – 161
2021
Q2 		$751K Buy
+14,118
New +$790K 0.2% 116
2020
Q2 		– Sell
-7,809
Closed -$220K – 159
2020
Q1 		$220K Buy
+7,809
New +$281K 0.09% 128
2019
Q1 		– Sell
-15,707
Closed -$593K – 163
2018
Q4 		$593K Buy
15,707
+2,104
+15% +$92.8K 0.25% 94
2018
Q3 		$727K Sell
13,603
-8,571
-39% -$480K 0.27% 85
2018
Q2 		$1.26M Buy
22,174
+2,589
+13% +$159K 0.5% 59
2018
Q1 		$1.26M Buy
19,585
+8,990
+85% +$594K 0.43% 64
2017
Q4 		$670K Sell
10,595
-274
-3% -$16.6K 0.22% 108
2017
Q3 		$617K Buy
10,869
+1,764
+19% +$101K 0.22% 118
2017
Q2 		$516K Buy
9,105
+4,505
+98% +$244K 0.2% 140
2017
Q1 		$239K Sell
4,600
-8,865
-66% -$468K 0.1% 212
2016
Q4 		$684K Sell
13,465
-8,175
-38% -$402K 0.3% 114
2016
Q3 		$1.05M Sell
21,640
-1,120
-5% -$50K 0.44% 80
2016
Q2 		$885K Sell
22,760
-1,752
-7% -$65.7K 0.36% 92
2016
Q1 		$862K Buy
24,512
+5,159
+27% +$168K 0.34% 101
2015
Q4 		$795K Sell
19,353
-3,323
-15% -$151K 0.29% 121
2015
Q3 		$1.05M Buy
+22,676
New +$1.22M 0.48% 68

Other funds holding WRK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wright Investors Service's WRK Position: Q3 2021 in Review

Wright Investors Service sold out of WestRock Company (WRK) in Q3 2021, closing a stake of 14,118 shares — an estimated $751K sold.

Wright Investors Service first reported a position in WRK in Q3 2015 and held it in 16 quarters. The position peaked at $1.26M in Q2 2018. 585 funds tracked by Wall St. Rank hold WRK as of Q3 2021.

  • Wright Investors Service reported no remaining WestRock Company position as of Q3 2021 after selling out during the quarter.
  • Wright Investors Service sold 14,118 WestRock Company shares in Q3 2021, an estimated $751K.
  • Wright Investors Service first reported a position in WestRock Company in Q3 2015 and held it in 16 quarters.
  • Wright Investors Service's WestRock Company position peaked at $1.26M in Q2 2018.
  • 585 funds tracked by Wall St. Rank held WestRock Company as of Q3 2021.

Based on Wright Investors Service's 13F filing for Q3 2021, filed 1 Nov 2021.