Advantage Investment Management’s WestRock Company WRK Stock Holding History

Advantage Investment 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
2019 Q3	–	Sell	-451	Closed	-$16K	–	972
2019 Q2	$16K	Hold	451	–	–	0.01%	584
2019 Q1	$17K	Sell	451 -418	-48%	-$16.4K	0.01%	559
2018 Q4	$33K	Sell	869 -242	-22%	-$10.7K	0.03%	423
2018 Q3	$59K	Buy	1,111 +660	+146%	+$37K	0.04%	362
2018 Q2	$26K	Hold	451	–	–	0.02%	492
2018 Q1	$29K	Hold	451	–	–	0.01%	489
2017 Q4	$29K	Sell	451 -50	-10%	-$3.04K	0.01%	509
2017 Q3	$28K	Buy	501 +24	+5%	+$1.37K	0.01%	502
2017 Q2	$27K	Buy	477 +26	+6%	+$1.41K	0.01%	509
2017 Q1	$23K	Buy	+451	New	+$23.8K	0.01%	524

Other funds holding WRK

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advantage Investment Management's WRK Position: Q3 2019 in Review

Advantage Investment Management sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 451 shares — an estimated $16K sold.

Advantage Investment Management first reported a position in WRK in Q1 2017 and held it in 10 quarters. The position peaked at $59K in Q3 2018. 547 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

Advantage Investment Management reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
Advantage Investment Management sold 451 WestRock Company shares in Q3 2019, an estimated $16K.
Advantage Investment Management first reported a position in WestRock Company in Q1 2017 and held it in 10 quarters.
Advantage Investment Management's WestRock Company position peaked at $59K in Q3 2018.
547 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.