DAS
WRK

Dynamic Advisor Solutions’s WestRock Company WRK Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-8,156
Closed -$297K – 576
2019
Q2 		$297K Sell
8,156
-361
-4% -$13.3K 0.05% 363
2019
Q1 		$327K Sell
8,517
-43
-0.5% -$1.68K 0.06% 289
2018
Q4 		$362K Buy
8,560
+643
+8% +$28.4K 0.08% 252
2018
Q3 		$423K Buy
7,917
+851
+12% +$47.7K 0.09% 241
2018
Q2 		$403K Buy
+7,066
New +$433K 0.09% 252

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dynamic Advisor Solutions's WRK Position: Q3 2019 in Review

Dynamic Advisor Solutions sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 8,156 shares — an estimated $297K sold.

Dynamic Advisor Solutions first reported a position in WRK in Q2 2018 and held it in 5 quarters. The position peaked at $423K in Q3 2018. 547 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

  • Dynamic Advisor Solutions reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,156 WestRock Company shares in Q3 2019, an estimated $297K.
  • Dynamic Advisor Solutions first reported a position in WestRock Company in Q2 2018 and held it in 5 quarters.
  • Dynamic Advisor Solutions's WestRock Company position peaked at $423K in Q3 2018.
  • 547 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2019, filed 13 Nov 2019.