JFA
WRK

JNBA Financial Advisors’s WestRock Company WRK Stock Holding History

JNBA 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
2019
Q3 		– Sell
-200
Closed -$7K – 718
2019
Q2 		$7K Buy
+200
New +$7.35K ﹤0.01% 483
2018
Q4 		– Sell
-58,913
Closed -$3.15M – 741
2018
Q3 		$3.15M Buy
+58,913
New +$3.3M 1.41% 32
2016
Q4 		– Sell
-7,413
Closed -$359K – 1415
2016
Q3 		$359K Buy
+7,413
New +$331K 0.05% 134

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JNBA Financial Advisors's WRK Position: Q3 2019 in Review

JNBA Financial Advisors sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 200 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in WRK in Q3 2016 and held it in 3 quarters. The position peaked at $3.15M in Q3 2018. 547 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

  • JNBA Financial Advisors reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 200 WestRock Company shares in Q3 2019, an estimated $7K.
  • JNBA Financial Advisors first reported a position in WestRock Company in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's WestRock Company position peaked at $3.15M in Q3 2018.
  • 547 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.