Certified Advisory Corp’s WestRock Company WRK Stock Holding History

Certified Advisory Corp’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	-70	Closed	-$2K	–	827
2020 Q1	$2K	Hold	70	–	–	﹤0.01%	719
2019 Q4	$3K	Hold	70	–	–	﹤0.01%	716
2019 Q3	$3K	Hold	70	–	–	﹤0.01%	719
2019 Q2	$3K	Hold	70	–	–	﹤0.01%	733
2019 Q1	$3K	Hold	70	–	–	﹤0.01%	681
2018 Q4	$3K	Hold	70	–	–	﹤0.01%	675
2018 Q3	$4K	Buy	+70	New	+$3.92K	﹤0.01%	684

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Certified Advisory Corp's WRK Position: Q2 2020 in Review

Certified Advisory Corp sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 70 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in WRK in Q3 2018 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

Certified Advisory Corp reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 70 WestRock Company shares in Q2 2020, an estimated $2K.
Certified Advisory Corp first reported a position in WestRock Company in Q3 2018 and held it in 7 quarters.
Certified Advisory Corp's WestRock Company position peaked at $4K in Q3 2018.
540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.