CIAS
WRK

Capital Investment Advisory Services’s WestRock Company WRK Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-646
Closed -$24K – 1295
2019
Q3 		$24K Buy
646
+502
+349% +$17.9K 0.01% 765
2019
Q2 		$5K Buy
144
+1
+0.7% +$37 ﹤0.01% 1153
2019
Q1 		$5K Buy
143
+100
+233% +$3.91K ﹤0.01% 992
2018
Q4 		$2K Buy
+43
New +$1.9K ﹤0.01% 1091

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Capital Investment Advisory Services's WRK Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of WestRock Company (WRK) in Q4 2019, closing a stake of 646 shares — an estimated $24K sold.

Capital Investment Advisory Services first reported a position in WRK in Q4 2018 and held it in 4 quarters. The position peaked at $24K in Q3 2019. 604 funds tracked by Wall St. Rank hold WRK as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining WestRock Company position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 646 WestRock Company shares in Q4 2019, an estimated $24K.
  • Capital Investment Advisory Services first reported a position in WestRock Company in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's WestRock Company position peaked at $24K in Q3 2019.
  • 604 funds tracked by Wall St. Rank held WestRock Company as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.