AIC
WRK

Archer Investment Corporation’s WestRock Company WRK Stock Holding History

Archer Investment Corporation’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
Q2 		– Sell
-9,400
Closed -$266K – 670
2020
Q1 		$266K Buy
9,400
+1,200
+15% +$43.1K 0.18% 130
2019
Q4 		$352K Buy
8,200
+1,000
+14% +$39K 0.19% 137
2019
Q3 		$262K Hold
7,200
– – 0.16% 154
2019
Q2 		$263K Hold
7,200
– – 0.17% 149
2019
Q1 		$276K Buy
+7,200
New +$282K 0.19% 147

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Archer Investment Corporation's WRK Position: Q2 2020 in Review

Archer Investment Corporation sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 9,400 shares — an estimated $266K sold.

Archer Investment Corporation first reported a position in WRK in Q1 2019 and held it in 5 quarters. The position peaked at $352K in Q4 2019. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

  • Archer Investment Corporation reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
  • Archer Investment Corporation sold 9,400 WestRock Company shares in Q2 2020, an estimated $266K.
  • Archer Investment Corporation first reported a position in WestRock Company in Q1 2019 and held it in 5 quarters.
  • Archer Investment Corporation's WestRock Company position peaked at $352K in Q4 2019.
  • 540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Archer Investment Corporation's 13F filing for Q2 2020, filed 13 Aug 2020.