Halpern Financial’s WestRock Company WRK Stock Holding History

Halpern Financial’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 Q3	–	Sell	-41	Closed	-$1.16K	–	223
2020 Q2	$1.16K	Buy	+41	New	+$1.17K	﹤0.01%	161

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

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

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

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

Halpern Financial's WRK Position: Q3 2020 in Review

Halpern Financial sold out of WestRock Company (WRK) in Q3 2020, closing a stake of 41 shares — an estimated $1.16K sold.

Halpern Financial first reported a position in WRK in Q2 2020 and held it in 1 quarter. The position peaked at $1.16K in Q2 2020. 539 funds tracked by Wall St. Rank hold WRK as of Q3 2020.

Halpern Financial reported no remaining WestRock Company position as of Q3 2020 after selling out during the quarter.
Halpern Financial sold 41 WestRock Company shares in Q3 2020, an estimated $1.16K.
Halpern Financial first reported a position in WestRock Company in Q2 2020 and held it in 1 quarter.
Halpern Financial's WestRock Company position peaked at $1.16K in Q2 2020.
539 funds tracked by Wall St. Rank held WestRock Company as of Q3 2020.

Based on Halpern Financial's 13F filing for Q3 2020, filed 21 Sep 2023.