Financial Gravity Companies’s WestRock Company WRK Stock Holding History

Financial Gravity Companies’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
2018 Q4	$4K	Buy	+115	New	+$5.07K	﹤0.01%	796
2018 Q1	–	Sell	-378	Closed	-$25K	–	1698
2017 Q4	$25K	Buy	+378	New	+$23K	0.03%	452

Other funds holding WRK

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Gravity Companies's WRK Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in WestRock Company (WRK) in Q4 2018: 115 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WRK as recently as Q4 2017.

Financial Gravity Companies first reported a position in WRK in Q4 2017 and has held it in 2 quarters since. The position peaked at $25K in Q4 2017. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

Financial Gravity Companies held 115 shares of WestRock Company worth $4K as of Q4 2018.
WestRock Company was a new Financial Gravity Companies position in Q4 2018.
WestRock Company made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #796 holding.
Financial Gravity Companies first reported a position in WestRock Company in Q4 2017 and has held it in 2 quarters since.
Financial Gravity Companies's WestRock Company position peaked at $25K in Q4 2017.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.