HFP
WRK

Holistic Financial Partners’s WestRock Company WRK Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-178
Closed -$11K – 384
2018
Q1 		$11K Buy
178
+4
+2% +$264 0.01% 314
2017
Q4 		$11K Buy
+174
New +$10.6K 0.01% 324

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Holistic Financial Partners's WRK Position: Q2 2018 in Review

Holistic Financial Partners sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 178 shares — an estimated $11K sold.

Holistic Financial Partners first reported a position in WRK in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

  • Holistic Financial Partners reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 178 WestRock Company shares in Q2 2018, an estimated $11K.
  • Holistic Financial Partners first reported a position in WestRock Company in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's WestRock Company position peaked at $11K in Q1 2018.
  • 625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.