Loring Wolcott & Coolidge Fiduciary Advisors’s WestRock Company WRK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020 Q3	–	Sell	-675	Closed	-$19K	–	618
2020 Q2	$19K	Hold	675	–	–	﹤0.01%	459
2020 Q1	$19K	Hold	675	–	–	﹤0.01%	472
2019 Q4	$29K	Hold	675	–	–	﹤0.01%	487
2019 Q3	$25K	Hold	675	–	–	﹤0.01%	501
2019 Q2	$25K	Hold	675	–	–	﹤0.01%	491
2019 Q1	$26K	Buy	+675	New	+$26.4K	﹤0.01%	489
2017 Q4	–	Sell	-11	Closed	–	–	892
2017 Q3	$0	Buy	+11	New	+$628	﹤0.01%	919

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's WRK Position: Q3 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WestRock Company (WRK) in Q3 2020, closing a stake of 675 shares — an estimated $19K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WRK in Q3 2017 and held it in 7 quarters. The position peaked at $29K in Q4 2019. 539 funds tracked by Wall St. Rank hold WRK as of Q3 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WestRock Company position as of Q3 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 675 WestRock Company shares in Q3 2020, an estimated $19K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WestRock Company in Q3 2017 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WestRock Company position peaked at $29K in Q4 2019.
539 funds tracked by Wall St. Rank held WestRock Company as of Q3 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.