CSat Investment Advisory’s WestRock Company WRK Stock Holding History

CSat Investment Advisory’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
2021 Q1	$61K	Sell	1,175 -4	-0.3%	-$187	0.05%	152
2020 Q4	$51K	Sell	1,179 -1,327	-53%	-$54.8K	0.05%	149
2020 Q3	$87K	Sell	2,506 -198	-7%	-$6.12K	0.01%	524
2020 Q2	$76K	Buy	2,704 +1,109	+70%	+$31.5K	0.01%	570
2020 Q1	$45K	Buy	1,595 +59	+4%	+$2.12K	0.01%	555
2019 Q4	$66K	Buy	1,536 +10	+0.7%	+$390	0.02%	516
2019 Q3	$55K	Buy	1,526 +76	+5%	+$2.71K	0.02%	496
2019 Q2	$53K	Buy	1,450 +655	+82%	+$24.1K	0.02%	487
2019 Q1	$30K	Buy	795 +298	+60%	+$11.7K	0.02%	231
2018 Q4	$19K	Buy	497 +230	+86%	+$10.1K	0.01%	303
2018 Q3	$14K	Buy	267 +86	+48%	+$4.82K	0.01%	304
2018 Q2	$10K	Buy	+181	New	+$11.1K	0.01%	360

Other funds holding WRK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

CSat Investment Advisory's WRK Position: Q1 2021 in Review

CSat Investment Advisory reduced its WestRock Company (WRK) stake by 0.34% in Q1 2021, selling an estimated $187 and leaving 1,175 shares worth $61K. The position accounts for 0.05% of the portfolio, ranked #152.

CSat Investment Advisory first reported a position in WRK in Q2 2018 and has held it in 12 quarters since. The position peaked at $87K in Q3 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

CSat Investment Advisory held 1,175 shares of WestRock Company worth $61K as of Q1 2021.
CSat Investment Advisory sold 4 WestRock Company shares in Q1 2021, an estimated $187.
WestRock Company made up 0.05% of CSat Investment Advisory's portfolio in Q1 2021, its #152 holding.
CSat Investment Advisory first reported a position in WestRock Company in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's WestRock Company position peaked at $87K in Q3 2020.
588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.