GWAG
WRK

Garrett Wealth Advisory Group’s WestRock Company WRK Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-47
Closed -$1.71K – 667
2019
Q3 		$1.71K Buy
+47
New +$1.68K ﹤0.01% 603

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Garrett Wealth Advisory Group's WRK Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of WestRock Company (WRK) in Q4 2019, closing a stake of 47 shares — an estimated $1.71K sold.

Garrett Wealth Advisory Group first reported a position in WRK in Q3 2019 and held it in 1 quarter. The position peaked at $1.71K in Q3 2019. 604 funds tracked by Wall St. Rank hold WRK as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining WestRock Company position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 47 WestRock Company shares in Q4 2019, an estimated $1.71K.
  • Garrett Wealth Advisory Group first reported a position in WestRock Company in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's WestRock Company position peaked at $1.71K in Q3 2019.
  • 604 funds tracked by Wall St. Rank held WestRock Company as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.