Financial Architects (New Jersey)’s WestRock Company WRK Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-200	Closed	-$7K	–	1014
2019 Q3	$7K	Sell	200 -100	-33%	-$3.57K	﹤0.01%	795
2019 Q2	$11K	Sell	300 -403	-57%	-$14.8K	﹤0.01%	875
2019 Q1	$27K	Sell	703 -4	-0.6%	-$156	﹤0.01%	800
2018 Q4	$27K	Sell	707 -19	-3%	-$838	0.01%	723
2018 Q3	$39K	Sell	726 -349	-32%	-$19.6K	0.01%	714
2018 Q2	$61K	Buy	1,075 +240	+29%	+$14.7K	0.01%	510
2018 Q1	$53K	Sell	835 -92	-10%	-$6.08K	0.01%	592
2017 Q4	$59K	Hold	927	–	–	0.01%	629
2017 Q3	$53K	Sell	927 -5	-0.5%	-$285	0.01%	670
2017 Q2	$53K	Sell	932 -23	-2%	-$1.25K	0.01%	663
2017 Q1	$50K	Sell	955 -132	-12%	-$6.97K	0.01%	656
2016 Q4	$55K	Sell	1,087 -57	-5%	-$2.8K	0.01%	549
2016 Q3	$55K	Buy	1,144 +100	+10%	+$4.46K	0.01%	553
2016 Q2	$41K	Buy	1,044 +991	+1,870%	+$37.2K	0.01%	596
2016 Q1	$2K	Buy	+53	New	+$1.73K	﹤0.01%	1092

Other funds holding WRK

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

BlackRock New York $5.72T AUM 30.48% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMU

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

Financial Architects (New Jersey)'s WRK Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of WestRock Company (WRK) in Q4 2019, closing a stake of 200 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in WRK in Q1 2016 and held it in 15 quarters. The position peaked at $61K in Q2 2018. 604 funds tracked by Wall St. Rank hold WRK as of Q4 2019.

Financial Architects (New Jersey) reported no remaining WestRock Company position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 WestRock Company shares in Q4 2019, an estimated $7K.
Financial Architects (New Jersey) first reported a position in WestRock Company in Q1 2016 and held it in 15 quarters.
Financial Architects (New Jersey)'s WestRock Company position peaked at $61K in Q2 2018.
604 funds tracked by Wall St. Rank held WestRock Company as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.