Bridgeworth’s WestRock Company WRK Stock Holding History

Bridgeworth’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 Q3	–	Sell	-93	Closed	-$5K	–	574
2018 Q2	$5K	Buy	+93	New	+$5.7K	﹤0.01%	509

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

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

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

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

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bridgeworth's WRK Position: Q3 2018 in Review

Bridgeworth sold out of WestRock Company (WRK) in Q3 2018, closing a stake of 93 shares — an estimated $5K sold.

Bridgeworth first reported a position in WRK in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 626 funds tracked by Wall St. Rank hold WRK as of Q3 2018.

Bridgeworth reported no remaining WestRock Company position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 93 WestRock Company shares in Q3 2018, an estimated $5K.
Bridgeworth first reported a position in WestRock Company in Q2 2018 and held it in 1 quarter.
Bridgeworth's WestRock Company position peaked at $5K in Q2 2018.
626 funds tracked by Wall St. Rank held WestRock Company as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.