First Personal Financial Services’s WestRock Company WRK Stock Holding History

First Personal Financial Services’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
2020 Q1	–	Sell	-17	Closed	-$1K	–	545
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	513
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	524
2019 Q2	$1K	Buy	+17	New	+$625	﹤0.01%	771
2017 Q3	–	Sell	-20	Closed	-$1K	–	877
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	851
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	861
2016 Q4	$1K	Buy	+20	New	+$983	﹤0.01%	905
2016 Q1	–	Sell	-1,421	Closed	-$58K	–	413
2015 Q4	$58K	Buy	+1,421	New	+$64.7K	0.03%	168

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Personal Financial Services's WRK Position: Q1 2020 in Review

First Personal Financial Services sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 17 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in WRK in Q4 2015 and held it in 7 quarters. The position peaked at $58K in Q4 2015. 555 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

First Personal Financial Services reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 17 WestRock Company shares in Q1 2020, an estimated $1K.
First Personal Financial Services first reported a position in WestRock Company in Q4 2015 and held it in 7 quarters.
First Personal Financial Services's WestRock Company position peaked at $58K in Q4 2015.
555 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.