AFS
WRK

Annapolis Financial Services’s WestRock Company WRK Stock Holding History

Annapolis Financial Services’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
2021
Q1 		– Sell
-200
Closed -$9K – 460
2020
Q4 		$9K Buy
+200
New +$8.25K ﹤0.01% 266

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Annapolis Financial Services's WRK Position: Q1 2021 in Review

Annapolis Financial Services sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 200 shares — an estimated $9K sold.

Annapolis Financial Services first reported a position in WRK in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

  • Annapolis Financial Services reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 200 WestRock Company shares in Q1 2021, an estimated $9K.
  • Annapolis Financial Services first reported a position in WestRock Company in Q4 2020 and held it in 1 quarter.
  • Annapolis Financial Services's WestRock Company position peaked at $9K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Annapolis Financial Services's 13F filing for Q1 2021, filed 6 May 2021.