AIA
WRK

Alera Investment Advisors’s WestRock Company WRK Stock Holding History

Alera Investment 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
2019
Q1 		– Sell
-38
Closed -$1K – 1355
2018
Q4 		$1K Buy
+38
New +$1.68K ﹤0.01% 1062

Other funds holding WRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Alera Investment Advisors's WRK Position: Q1 2019 in Review

Alera Investment Advisors sold out of WestRock Company (WRK) in Q1 2019, closing a stake of 38 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in WRK in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 566 funds tracked by Wall St. Rank hold WRK as of Q1 2019.

  • Alera Investment Advisors reported no remaining WestRock Company position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 38 WestRock Company shares in Q1 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in WestRock Company in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's WestRock Company position peaked at $1K in Q4 2018.
  • 566 funds tracked by Wall St. Rank held WestRock Company as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.