CFA
WRK

Clarfeld Financial Advisors’s WestRock Company WRK Stock Holding History

Clarfeld 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
2018
Q4 		$6K Buy
+145
New +$6.4K 0.01% 312

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clarfeld Financial Advisors's WRK Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in WestRock Company (WRK) in Q4 2018: 145 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings.

588 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

  • Clarfeld Financial Advisors held 145 shares of WestRock Company worth $6K as of Q4 2018.
  • WestRock Company was a new Clarfeld Financial Advisors position in Q4 2018.
  • WestRock Company made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #312 holding.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.