BRC
WRK

Bell Rock Capital’s WestRock Company WRK Stock Holding History

Bell Rock Capital’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
Q1 		– Sell
-107
Closed -$4K – 340
2019
Q4 		$4K Buy
107
+1
+0.9% +$39 ﹤0.01% 337
2019
Q3 		$3K Buy
106
+2
+2% +$71 ﹤0.01% 326
2019
Q2 		$3K Buy
104
+1
+1% +$37 ﹤0.01% 335
2019
Q1 		$3K Buy
103
+1
+1% +$39 ﹤0.01% 374
2018
Q4 		$3K Buy
102
+1
+1% +$44 ﹤0.01% 389
2018
Q3 		$5K Hold
101
– – ﹤0.01% 386
2018
Q2 		$6K Buy
101
+1
+1% +$61 ﹤0.01% 394
2018
Q1 		$6K Buy
+100
New +$6.61K ﹤0.01% 397

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bell Rock Capital's WRK Position: Q1 2020 in Review

Bell Rock Capital sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 107 shares — an estimated $4K sold.

Bell Rock Capital first reported a position in WRK in Q1 2018 and held it in 8 quarters. The position peaked at $6K in Q2 2018. 554 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

  • Bell Rock Capital reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 107 WestRock Company shares in Q1 2020, an estimated $4K.
  • Bell Rock Capital first reported a position in WestRock Company in Q1 2018 and held it in 8 quarters.
  • Bell Rock Capital's WestRock Company position peaked at $6K in Q2 2018.
  • 554 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.