FormulaFolio Investments’s WestRock Company WRK Stock Holding History

FormulaFolio Investments’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
2021 Q2	$4K	Buy	+79	New	+$4.42K	﹤0.01%	384
2019 Q1	–	Sell	-6,905	Closed	-$369K	–	404
2018 Q4	$369K	Sell	6,905 -92	-1%	-$4.06K	0.02%	239
2018 Q3	$374K	Sell	6,997 -10,011	-59%	-$561K	0.02%	237
2018 Q2	$970K	Sell	17,008 -252	-1%	-$15.5K	0.05%	131
2018 Q1	$1.11M	Buy	17,260 +10,777	+166%	+$712K	0.07%	95
2017 Q4	$410K	Sell	6,483 -12,184	-65%	-$740K	0.03%	187
2017 Q3	$1.06M	Buy	18,667 +6,366	+52%	+$363K	0.08%	74
2017 Q2	$697K	Buy	12,301 +8	+0.1%	+$434	0.06%	96
2017 Q1	$640K	Buy	+12,293	New	+$649K	0.07%	96

Other funds holding WRK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

FormulaFolio Investments's WRK Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in WestRock Company (WRK) in Q2 2021: 79 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in WRK as recently as Q4 2018.

FormulaFolio Investments first reported a position in WRK in Q1 2017 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2018. 610 funds tracked by Wall St. Rank hold WRK as of Q2 2021.

FormulaFolio Investments held 79 shares of WestRock Company worth $4K as of Q2 2021.
WestRock Company was a new FormulaFolio Investments position in Q2 2021.
WestRock Company made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #384 holding.
FormulaFolio Investments first reported a position in WestRock Company in Q1 2017 and has held it in 9 quarters since.
FormulaFolio Investments's WestRock Company position peaked at $1.11M in Q1 2018.
610 funds tracked by Wall St. Rank held WestRock Company as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.