LFA
WRK

Legacy Financial Advisors’s WestRock Company WRK Stock Holding History

Legacy 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
Q2 		– Sell
-380
Closed -$15K – 950
2019
Q1 		$15K Buy
380
+34
+10% +$1.33K 0.01% 533
2018
Q4 		$13K Buy
346
+337
+3,744% +$14.9K 0.01% 511
2018
Q3 		$0 Hold
9
– – ﹤0.01% 961
2018
Q2 		$1K Hold
9
– – ﹤0.01% 904
2018
Q1 		$0 Hold
9
– – ﹤0.01% 920
2017
Q4 		$0 Buy
+9
New +$546 ﹤0.01% 866

Other funds holding WRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's WRK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of WestRock Company (WRK) in Q2 2019, closing a stake of 380 shares — an estimated $15K sold.

Legacy Financial Advisors first reported a position in WRK in Q4 2017 and held it in 6 quarters. The position peaked at $15K in Q1 2019. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining WestRock Company position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 380 WestRock Company shares in Q2 2019, an estimated $15K.
  • Legacy Financial Advisors first reported a position in WestRock Company in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's WestRock Company position peaked at $15K in Q1 2019.
  • 540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.