FCBT
WRK

First Citizens Bank & Trust’s WestRock Company WRK Stock Holding History

First Citizens Bank & Trust’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
Q2 		– Sell
-16,317
Closed -$1.05M – 460
2018
Q1 		$1.05M Buy
16,317
+4,998
+44% +$330K 0.14% 169
2017
Q4 		$715K Sell
11,319
-359
-3% -$21.8K 0.1% 189
2017
Q3 		$662K Buy
11,678
+216
+2% +$12.3K 0.09% 194
2017
Q2 		$649K Buy
+11,462
New +$622K 0.08% 201
2015
Q4 		– Sell
-17,589
Closed -$815K – 413
2015
Q3 		$815K Buy
+17,589
New +$942K 0.06% 251

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BlackRock
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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return
Norges Bank
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