HC Financial Advisors’s WestRock Company WRK Stock Holding History

HC Financial 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 Q4	–	Sell	-436	Closed	-$15K	–	409
2020 Q3	$15K	Buy	+436	New	+$13.5K	0.01%	211

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

HC Financial Advisors's WRK Position: Q4 2020 in Review

HC Financial Advisors sold out of WestRock Company (WRK) in Q4 2020, closing a stake of 436 shares — an estimated $15K sold.

HC Financial Advisors first reported a position in WRK in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 602 funds tracked by Wall St. Rank hold WRK as of Q4 2020.

HC Financial Advisors reported no remaining WestRock Company position as of Q4 2020 after selling out during the quarter.
HC Financial Advisors sold 436 WestRock Company shares in Q4 2020, an estimated $15K.
HC Financial Advisors first reported a position in WestRock Company in Q3 2020 and held it in 1 quarter.
HC Financial Advisors's WestRock Company position peaked at $15K in Q3 2020.
602 funds tracked by Wall St. Rank held WestRock Company as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.