ZIMP
WRK

Zimmermann Investment Management & Planning’s WestRock Company WRK Stock Holding History

Zimmermann Investment Management & Planning’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
Q1 		– Sell
-10,455
Closed -$464K – 98
2021
Q4 		$464K Buy
+10,455
New +$492K 0.26% 62

Other funds holding WRK

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Zimmermann Investment Management & Planning's WRK Position: Q1 2022 in Review

Zimmermann Investment Management & Planning sold out of WestRock Company (WRK) in Q1 2022, closing a stake of 10,455 shares — an estimated $464K sold.

Zimmermann Investment Management & Planning first reported a position in WRK in Q4 2021 and held it in 1 quarter. The position peaked at $464K in Q4 2021. 624 funds tracked by Wall St. Rank hold WRK as of Q1 2022.

  • Zimmermann Investment Management & Planning reported no remaining WestRock Company position as of Q1 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 10,455 WestRock Company shares in Q1 2022, an estimated $464K.
  • Zimmermann Investment Management & Planning first reported a position in WestRock Company in Q4 2021 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's WestRock Company position peaked at $464K in Q4 2021.
  • 624 funds tracked by Wall St. Rank held WestRock Company as of Q1 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2022, filed 18 Apr 2022.