Gideon Capital Advisors’s WestRock Company WRK Stock Holding History

Gideon Capital Advisors’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	-5,393	Closed	-$231K	–	226
2019 Q4	$231K	Sell	5,393 -2,040	-27%	-$79.6K	0.08%	239
2019 Q3	$271K	Sell	7,433 -22,476	-75%	-$803K	0.09%	245
2019 Q2	$1.09M	Buy	+29,909	New	+$1.1M	0.38%	102
2018 Q3	–	Sell	-4,729	Closed	-$270K	–	518
2018 Q2	$270K	Buy	+4,729	New	+$290K	0.14%	282

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Gideon Capital Advisors's WRK Position: Q1 2020 in Review

Gideon Capital Advisors sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 5,393 shares — an estimated $231K sold.

Gideon Capital Advisors first reported a position in WRK in Q2 2018 and held it in 4 quarters. The position peaked at $1.09M in Q2 2019. 554 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

Gideon Capital Advisors reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 5,393 WestRock Company shares in Q1 2020, an estimated $231K.
Gideon Capital Advisors first reported a position in WestRock Company in Q2 2018 and held it in 4 quarters.
Gideon Capital Advisors's WestRock Company position peaked at $1.09M in Q2 2019.
554 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.