1W
WRK

1776 Wealth’s WestRock Company WRK Stock Holding History

1776 Wealth’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
2020
Q3 		– Sell
-1,000
Closed -$28K – 321
2020
Q2 		$28K Sell
1,000
-1,000
-50% -$28.4K 0.02% 225
2020
Q1 		$70K Buy
2,000
+1,000
+100% +$35.9K 0.03% 200
2019
Q4 		$42K Buy
+1,000
New +$39K 0.04% 197

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

1776 Wealth's WRK Position: Q3 2020 in Review

1776 Wealth sold out of WestRock Company (WRK) in Q3 2020, closing a stake of 1,000 shares — an estimated $28K sold.

1776 Wealth first reported a position in WRK in Q4 2019 and held it in 3 quarters. The position peaked at $70K in Q1 2020. 539 funds tracked by Wall St. Rank hold WRK as of Q3 2020.

  • 1776 Wealth reported no remaining WestRock Company position as of Q3 2020 after selling out during the quarter.
  • 1776 Wealth sold 1,000 WestRock Company shares in Q3 2020, an estimated $28K.
  • 1776 Wealth first reported a position in WestRock Company in Q4 2019 and held it in 3 quarters.
  • 1776 Wealth's WestRock Company position peaked at $70K in Q1 2020.
  • 539 funds tracked by Wall St. Rank held WestRock Company as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.