AI
WRK

ArchPoint Investors’s WestRock Company WRK Stock Holding History

ArchPoint Investors’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
Q2 		– Sell
-3,475
Closed -$223K – 155
2018
Q1 		$223K Sell
3,475
-2,060
-37% -$136K 0.07% 94
2017
Q4 		$350K Hold
5,535
– – 0.11% 74
2017
Q3 		$314K Buy
5,535
+1,340
+32% +$76.5K 0.1% 84
2017
Q2 		$238K Sell
4,195
-170
-4% -$9.22K 0.08% 96
2017
Q1 		$227K Sell
4,365
-2,255
-34% -$119K 0.09% 77
2016
Q4 		$336K Hold
6,620
– – 0.2% 70
2016
Q3 		$321K Buy
6,620
+3,085
+87% +$138K 0.18% 73
2016
Q2 		$137K Buy
+3,535
New +$133K 0.08% 90

Other funds holding WRK

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM