CFA
WRK

Camarda Financial Advisors’s WestRock Company WRK Stock Holding History

Camarda Financial Advisors’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
-40,271
Closed -$1.73M – 48
2019
Q4 		$1.73M Sell
40,271
-8,192
-17% -$319K 3.66% 3
2019
Q3 		$1.77M Sell
48,463
-96
-0.2% -$3.43K 4.12% 9
2019
Q2 		$1.77M Buy
48,559
+444
+0.9% +$16.3K 3.47% 12
2019
Q1 		$1.84M Buy
48,115
+2,375
+5% +$92.9K 3.53% 15
2018
Q4 		$1.73M Buy
+45,740
New +$2.02M 2.05% 17
2017
Q4 		– Sell
-154
Closed -$9K – 226
2017
Q3 		$9K Hold
154
– – 0.01% 180
2017
Q2 		$9K Buy
+154
New +$8.35K 0.01% 186

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

Camarda Financial Advisors's WRK Position: Q1 2020 in Review

Camarda Financial Advisors sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 40,271 shares — an estimated $1.73M sold.

Camarda Financial Advisors first reported a position in WRK in Q2 2017 and held it in 7 quarters. The position peaked at $1.84M in Q1 2019. 554 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

  • Camarda Financial Advisors reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
  • Camarda Financial Advisors sold 40,271 WestRock Company shares in Q1 2020, an estimated $1.73M.
  • Camarda Financial Advisors first reported a position in WestRock Company in Q2 2017 and held it in 7 quarters.
  • Camarda Financial Advisors's WestRock Company position peaked at $1.84M in Q1 2019.
  • 554 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Camarda Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.