FIM
WRK

Frontier Investment Management’s WestRock Company WRK Stock Holding History

Frontier Investment Management’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
Q2 		$16.8M Buy
595,600
+7,010
+1% +$199K 1.04% 30
2020
Q1 		$16.6M Buy
+588,590
New +$21.2M 1.26% 28

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Frontier Investment Management's WRK Position: Q2 2020 in Review

Frontier Investment Management increased its WestRock Company (WRK) stake by 1.2% in Q2 2020, buying an estimated $199K and bringing the position to 595,600 shares worth $16.8M. The position accounts for 1.04% of the portfolio, ranked #30.

Frontier Investment Management first reported a position in WRK in Q1 2020 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

  • Frontier Investment Management held 595,600 shares of WestRock Company worth $16.8M as of Q2 2020.
  • Frontier Investment Management bought 7,010 WestRock Company shares in Q2 2020, an estimated $199K.
  • WestRock Company made up 1.04% of Frontier Investment Management's portfolio in Q2 2020, its #30 holding.
  • Frontier Investment Management first reported a position in WestRock Company in Q1 2020 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.