IHT Wealth Management’s WestRock Company WRK Stock Holding History

IHT Wealth Management’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
2019 Q4	–	Sell	-13,868	Closed	-$505K	–	651
2019 Q3	$505K	Sell	13,868 -183	-1%	-$6.54K	0.07%	313
2019 Q2	$512K	Buy	14,051 +127	+0.9%	+$4.67K	0.07%	277
2019 Q1	$534K	Buy	13,924 +4,562	+49%	+$178K	0.09%	257
2018 Q4	$354K	Sell	9,362 -634	-6%	-$28K	0.07%	296
2018 Q3	$534K	Buy	9,996 +75	+0.8%	+$4.2K	0.12%	220
2018 Q2	$566K	Buy	9,921 +225	+2%	+$13.8K	0.14%	188
2018 Q1	$601K	Buy	9,696 +9,174	+1,757%	+$606K	0.16%	162
2017 Q4	$35K	Buy	522 +4	+0.8%	+$243	0.01%	804
2017 Q3	$30K	Hold	518	–	–	0.01%	657
2017 Q2	$35K	Buy	518 +468	+936%	+$25.4K	0.02%	620
2017 Q1	$3K	Sell	50 -259	-84%	-$13.7K	﹤0.01%	1047
2016 Q4	$16K	Buy	+309	New	+$15.2K	0.01%	703

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

IHT Wealth Management's WRK Position: Q4 2019 in Review

IHT Wealth Management sold out of WestRock Company (WRK) in Q4 2019, closing a stake of 13,868 shares — an estimated $505K sold.

IHT Wealth Management first reported a position in WRK in Q4 2016 and held it in 12 quarters. The position peaked at $601K in Q1 2018. 605 funds tracked by Wall St. Rank hold WRK as of Q4 2019.

IHT Wealth Management reported no remaining WestRock Company position as of Q4 2019 after selling out during the quarter.
IHT Wealth Management sold 13,868 WestRock Company shares in Q4 2019, an estimated $505K.
IHT Wealth Management first reported a position in WestRock Company in Q4 2016 and held it in 12 quarters.
IHT Wealth Management's WestRock Company position peaked at $601K in Q1 2018.
605 funds tracked by Wall St. Rank held WestRock Company as of Q4 2019.

Based on IHT Wealth Management's 13F filing for Q4 2019, filed 18 Feb 2020.