AFM
WRK

Andesa Financial Management’s WestRock Company WRK Stock Holding History

Andesa Financial 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
Q2 		– Sell
-9,664
Closed -$370K – 149
2019
Q1 		$370K Buy
+9,664
New +$378K 0.18% 109

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Andesa Financial Management's WRK Position: Q2 2019 in Review

Andesa Financial Management sold out of WestRock Company (WRK) in Q2 2019, closing a stake of 9,664 shares — an estimated $370K sold.

Andesa Financial Management first reported a position in WRK in Q1 2019 and held it in 1 quarter. The position peaked at $370K in Q1 2019. 541 funds tracked by Wall St. Rank hold WRK as of Q2 2019.

  • Andesa Financial Management reported no remaining WestRock Company position as of Q2 2019 after selling out during the quarter.
  • Andesa Financial Management sold 9,664 WestRock Company shares in Q2 2019, an estimated $370K.
  • Andesa Financial Management first reported a position in WestRock Company in Q1 2019 and held it in 1 quarter.
  • Andesa Financial Management's WestRock Company position peaked at $370K in Q1 2019.
  • 541 funds tracked by Wall St. Rank held WestRock Company as of Q2 2019.

Based on Andesa Financial Management's 13F filing for Q2 2019, filed 30 Jul 2019.