Aevitas Wealth Management’s WestRock Company WRK Stock Holding History

Aevitas Wealth 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
2018 Q4	–	Sell	-100	Closed	-$5K	–	463
2018 Q3	$5K	Buy	+100	New	+$5.6K	﹤0.01%	394

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Aevitas Wealth Management's WRK Position: Q4 2018 in Review

Aevitas Wealth Management sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Aevitas Wealth Management first reported a position in WRK in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

Aevitas Wealth Management reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 100 WestRock Company shares in Q4 2018, an estimated $5K.
Aevitas Wealth Management first reported a position in WestRock Company in Q3 2018 and held it in 1 quarter.
Aevitas Wealth Management's WestRock Company position peaked at $5K in Q3 2018.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.