Founders Financial Alliance’s WestRock Company WRK Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-500	Closed	-$18K	–	1302
2020 Q3	$18K	Buy	+500	New	+$15.4K	0.01%	611

Other funds holding WRK

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Founders Financial Alliance's WRK Position: Q4 2020 in Review

Founders Financial Alliance sold out of WestRock Company (WRK) in Q4 2020, closing a stake of 500 shares — an estimated $18K sold.

Founders Financial Alliance first reported a position in WRK in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 602 funds tracked by Wall St. Rank hold WRK as of Q4 2020.

Founders Financial Alliance reported no remaining WestRock Company position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 500 WestRock Company shares in Q4 2020, an estimated $18K.
Founders Financial Alliance first reported a position in WestRock Company in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's WestRock Company position peaked at $18K in Q3 2020.
602 funds tracked by Wall St. Rank held WestRock Company as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.