CWM
WRK

Chesapeake Wealth Management’s WestRock Company WRK Stock Holding History

Chesapeake Wealth Management’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
-6,437
Closed -$367K – 200
2018
Q2 		$367K Buy
+6,437
New +$395K 0.17% 131

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chesapeake Wealth Management's WRK Position: Q3 2018 in Review

Chesapeake Wealth Management sold out of WestRock Company (WRK) in Q3 2018, closing a stake of 6,437 shares — an estimated $367K sold.

Chesapeake Wealth Management first reported a position in WRK in Q2 2018 and held it in 1 quarter. The position peaked at $367K in Q2 2018. 626 funds tracked by Wall St. Rank hold WRK as of Q3 2018.

  • Chesapeake Wealth Management reported no remaining WestRock Company position as of Q3 2018 after selling out during the quarter.
  • Chesapeake Wealth Management sold 6,437 WestRock Company shares in Q3 2018, an estimated $367K.
  • Chesapeake Wealth Management first reported a position in WestRock Company in Q2 2018 and held it in 1 quarter.
  • Chesapeake Wealth Management's WestRock Company position peaked at $367K in Q2 2018.
  • 626 funds tracked by Wall St. Rank held WestRock Company as of Q3 2018.

Based on Chesapeake Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.