DBT
WRK

Dubuque Bank & Trust’s WestRock Company WRK Stock Holding History

Dubuque Bank & Trust’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
-30
Closed -$1K – 738
2018
Q4 		$1K Hold
30
– – ﹤0.01% 649
2018
Q3 		$2K Hold
30
– – ﹤0.01% 602
2018
Q2 		$2K Hold
30
– – ﹤0.01% 639
2018
Q1 		$2K Buy
+30
New +$1.98K ﹤0.01% 666
2016
Q1 		– Sell
-60
Closed -$2K – 725
2015
Q4 		$2K Hold
60
– – ﹤0.01% 695
2015
Q3 		$3K Buy
+60
New +$3.21K ﹤0.01% 551

Other funds holding WRK

BlackRock
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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
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return