Avantax Planning Partners’s WestRock Company WRK Stock Holding History

Avantax Planning Partners’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	-181	Closed	-$10K	–	1258
2018 Q3	$10K	Buy	+181	New	+$10.1K	﹤0.01%	889
2018 Q2	–	Sell	-327	Closed	-$21K	–	1567
2018 Q1	$21K	Buy	+327	New	+$21.6K	﹤0.01%	773

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

Avantax Planning Partners's WRK Position: Q4 2018 in Review

Avantax Planning Partners sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 181 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in WRK in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

Avantax Planning Partners reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 181 WestRock Company shares in Q4 2018, an estimated $10K.
Avantax Planning Partners first reported a position in WestRock Company in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's WestRock Company position peaked at $21K in Q1 2018.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.