Acorn Wealth Advisors’s WestRock Company WRK Stock Holding History

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-19	Closed	-$1K	–	801
2018 Q1	$1K	Hold	19	–	–	﹤0.01%	832
2017 Q4	$1K	Buy	+19	New	+$1.15K	﹤0.01%	793

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acorn Wealth Advisors's WRK Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 19 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in WRK in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

Acorn Wealth Advisors reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 19 WestRock Company shares in Q2 2018, an estimated $1K.
Acorn Wealth Advisors first reported a position in WestRock Company in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's WestRock Company position peaked at $1K in Q1 2018.
625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.