Evolution Wealth Advisors’s WestRock Company WRK Stock Holding History

Evolution Wealth 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
2021 Q1	–	Sell	-180	Closed	-$8K	–	671
2020 Q4	$8K	Buy	+180	New	+$7.43K	﹤0.01%	384
2019 Q4	–	Sell	-89	Closed	-$3K	–	711
2019 Q3	$3K	Buy	89 +34	+62%	+$1.21K	﹤0.01%	383
2019 Q2	$2K	Buy	+55	New	+$2.02K	﹤0.01%	454

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

Evolution Wealth Advisors's WRK Position: Q1 2021 in Review

Evolution Wealth Advisors sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 180 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in WRK in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

Evolution Wealth Advisors reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 180 WestRock Company shares in Q1 2021, an estimated $8K.
Evolution Wealth Advisors first reported a position in WestRock Company in Q2 2019 and held it in 3 quarters.
Evolution Wealth Advisors's WestRock Company position peaked at $8K in Q4 2020.
588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Evolution Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.