Advisory Alpha’s WestRock Company WRK Stock Holding History

Advisory Alpha’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 Q1	–	Sell	-300	Closed	-$12.8K	–	838
2019 Q4	$12.8K	Buy	300 +264	+733%	+$10.3K	﹤0.01%	467
2019 Q3	$1.22K	Buy	+36	New	+$1.29K	﹤0.01%	711

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Advisory Alpha's WRK Position: Q1 2020 in Review

Advisory Alpha sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 300 shares — an estimated $12.8K sold.

Advisory Alpha first reported a position in WRK in Q3 2019 and held it in 2 quarters. The position peaked at $12.8K in Q4 2019. 554 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

Advisory Alpha reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
Advisory Alpha sold 300 WestRock Company shares in Q1 2020, an estimated $12.8K.
Advisory Alpha first reported a position in WestRock Company in Q3 2019 and held it in 2 quarters.
Advisory Alpha's WestRock Company position peaked at $12.8K in Q4 2019.
554 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Advisory Alpha's 13F filing for Q1 2020, filed 29 Apr 2020.