BFC
WRK

Bedel Financial Consulting’s WestRock Company WRK Stock Holding History

Bedel Financial Consulting’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
-31
Closed -$1K – 947
2020
Q1 		$1K Buy
+31
New +$1.11K ﹤0.01% 778
2019
Q2 		– Sell
-400
Closed -$15K – 756
2019
Q1 		$15K Hold
400
– – 0.01% 428
2018
Q4 		$15K Hold
400
– – 0.01% 405
2018
Q3 		$17K Hold
400
– – 0.01% 399
2018
Q2 		$23K Buy
+400
New +$24.5K 0.02% 362

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $46.4B AUM 27.74% 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

Bedel Financial Consulting's WRK Position: Q2 2020 in Review

Bedel Financial Consulting sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 31 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in WRK in Q2 2018 and held it in 5 quarters. The position peaked at $23K in Q2 2018. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

  • Bedel Financial Consulting reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 31 WestRock Company shares in Q2 2020, an estimated $1K.
  • Bedel Financial Consulting first reported a position in WestRock Company in Q2 2018 and held it in 5 quarters.
  • Bedel Financial Consulting's WestRock Company position peaked at $23K in Q2 2018.
  • 540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.