AG
WRK

Advisor Group’s WestRock Company WRK Stock Holding History

Advisor Group’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
Q4 		$1.21M Sell
28,072
-842
-3% -$32.8K 0.01% 1088
2019
Q3 		$1.05M Sell
28,914
-276
-0.9% -$9.86K 0.01% 1107
2019
Q2 		$1.06M Buy
29,190
+678
+2% +$24.9K 0.01% 1099
2019
Q1 		$1.09M Buy
28,512
+2,926
+11% +$114K 0.01% 1032
2018
Q4 		$966K Buy
25,586
+7,501
+41% +$331K 0.01% 960
2018
Q3 		$965K Buy
18,085
+2,946
+19% +$165K 0.01% 1002
2018
Q2 		$864K Sell
15,139
-1,207
-7% -$74K 0.01% 949
2018
Q1 		$1.05M Buy
16,346
+1,425
+10% +$94.1K 0.01% 837
2017
Q4 		$943K Buy
14,921
+9,195
+161% +$558K 0.01% 919
2017
Q3 		$325K Sell
5,726
-2,091
-27% -$119K 0.01% 1480
2017
Q2 		$443K Sell
7,817
-27
-0.3% -$1.46K 0.01% 1226
2017
Q1 		$407K Buy
7,844
+262
+3% +$13.8K 0.01% 1197
2016
Q4 		$386K Buy
7,582
+74
+1% +$3.64K 0.01% 1151
2016
Q3 		$364K Buy
7,508
+1,323
+21% +$59.1K 0.01% 1154
2016
Q2 		$239K Buy
+6,185
New +$232K 0.01% 1340

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return