Atria Investments’s WestRock Company WRK Stock Holding History

Atria Investments’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 Q4	–	Sell	-35,745	Closed	-$1.91M	–	1033
2018 Q3	$1.91M	Sell	35,745 -2,258	-6%	-$127K	0.08%	239
2018 Q2	$2.17M	Sell	38,003 -4,252	-10%	-$261K	0.1%	222
2018 Q1	$2.71M	Sell	42,255 -4,599	-10%	-$304K	0.13%	160
2017 Q4	$2.96M	Buy	+46,854	New	+$2.84M	0.15%	149

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atria Investments's WRK Position: Q4 2018 in Review

Atria Investments sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 35,745 shares — an estimated $1.91M sold.

Atria Investments first reported a position in WRK in Q4 2017 and held it in 4 quarters. The position peaked at $2.96M in Q4 2017. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

Atria Investments reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
Atria Investments sold 35,745 WestRock Company shares in Q4 2018, an estimated $1.91M.
Atria Investments first reported a position in WestRock Company in Q4 2017 and held it in 4 quarters.
Atria Investments's WestRock Company position peaked at $2.96M in Q4 2017.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.