JPLA
WRK

Joseph P. Lucia & Associates’s WestRock Company WRK Stock Holding History

Joseph P. Lucia & Associates’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
Q1 		– Sell
-176
Closed -$8K – 509
2019
Q4 		$8K Buy
+176
New +$6.86K 0.01% 332

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Joseph P. Lucia & Associates's WRK Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 176 shares — an estimated $8K sold.

Joseph P. Lucia & Associates first reported a position in WRK in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 554 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 176 WestRock Company shares in Q1 2020, an estimated $8K.
  • Joseph P. Lucia & Associates first reported a position in WestRock Company in Q4 2019 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's WestRock Company position peaked at $8K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.