GCA
WRK

Greenwood Capital Associates’s WestRock Company WRK Stock Holding History

Greenwood Capital Associates’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
-7,250
Closed -$311K – 214
2019
Q4 		$311K Buy
+7,250
New +$283K 0.07% 156
2016
Q2 		– Sell
-65,897
Closed -$2.32M – 190
2016
Q1 		$2.32M Sell
65,897
-3,040
-4% -$99K 0.73% 61
2015
Q4 		$2.83M Sell
68,937
-326
-0.5% -$14.8K 0.92% 45
2015
Q3 		$3.21M Buy
+69,263
New +$3.71M 1.14% 34

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Greenwood Capital Associates's WRK Position: Q1 2020 in Review

Greenwood Capital Associates sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 7,250 shares — an estimated $311K sold.

Greenwood Capital Associates first reported a position in WRK in Q3 2015 and held it in 4 quarters. The position peaked at $3.21M in Q3 2015. 554 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

  • Greenwood Capital Associates reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
  • Greenwood Capital Associates sold 7,250 WestRock Company shares in Q1 2020, an estimated $311K.
  • Greenwood Capital Associates first reported a position in WestRock Company in Q3 2015 and held it in 4 quarters.
  • Greenwood Capital Associates's WestRock Company position peaked at $3.21M in Q3 2015.
  • 554 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Greenwood Capital Associates's 13F filing for Q1 2020, filed 12 May 2020.