FGAM
WRK

Financial Gravity Asset Management’s WestRock Company WRK Stock Holding History

Financial Gravity Asset Management’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
-2
Closed – – 1745
2019
Q3 		$0 Sell
2
-27
-93% -$964 ﹤0.01% 1608
2019
Q2 		$1K Sell
29
-63
-68% -$2.31K ﹤0.01% 1159
2019
Q1 		$4K Buy
+92
New +$3.6K ﹤0.01% 790
2018
Q3 		$3K Buy
+75
New +$4.2K ﹤0.01% 891

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
Invesco
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 Gravity Asset Management's WRK Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of WestRock Company (WRK) in Q4 2019, closing a stake of 2 shares.

Financial Gravity Asset Management first reported a position in WRK in Q3 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 604 funds tracked by Wall St. Rank hold WRK as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining WestRock Company position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 WestRock Company shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in WestRock Company in Q3 2018 and held it in 4 quarters.
  • Financial Gravity Asset Management's WestRock Company position peaked at $4K in Q1 2019.
  • 604 funds tracked by Wall St. Rank held WestRock Company as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.