Claro Advisors’s WestRock Company WRK Stock Holding History

Claro 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
2019 Q1	–	Sell	-2,313	Closed	-$124K	–	987
2018 Q4	$124K	Buy	+2,313	New	+$102K	0.1%	189

Other funds holding WRK

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Claro Advisors's WRK Position: Q1 2019 in Review

Claro Advisors sold out of WestRock Company (WRK) in Q1 2019, closing a stake of 2,313 shares — an estimated $124K sold.

Claro Advisors first reported a position in WRK in Q4 2018 and held it in 1 quarter. The position peaked at $124K in Q4 2018. 566 funds tracked by Wall St. Rank hold WRK as of Q1 2019.

Claro Advisors reported no remaining WestRock Company position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 2,313 WestRock Company shares in Q1 2019, an estimated $124K.
Claro Advisors first reported a position in WestRock Company in Q4 2018 and held it in 1 quarter.
Claro Advisors's WestRock Company position peaked at $124K in Q4 2018.
566 funds tracked by Wall St. Rank held WestRock Company as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.