FCAG
WRK

First Capital Advisors Group’s WestRock Company WRK Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$407 Buy
+14
New +$406 ﹤0.01% 926
2018
Q4 		– Sell
-4,619
Closed -$247K – 187
2018
Q3 		$247K Sell
4,619
-396
-8% -$22.2K 0.15% 138
2018
Q2 		$286K Sell
5,015
-233
-4% -$14.3K 0.19% 120
2018
Q1 		$337K Sell
5,248
-1,512
-22% -$99.9K 0.2% 100
2017
Q4 		$427K Sell
6,760
-185
-3% -$11.2K 0.27% 94
2017
Q3 		$394K Sell
6,945
-3,154
-31% -$180K 0.27% 96
2017
Q2 		$572K Sell
10,099
-595
-6% -$32.3K 0.39% 84
2017
Q1 		$556K Buy
+10,694
New +$564K 0.42% 85

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return