MML Investors Services
WRK

MML Investors Services’s WestRock Company WRK Stock Holding History

MML Investors Services’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
Q2 		– Sell
-11,258
Closed -$318K – 1578
2020
Q1 		$318K Sell
11,258
-7,476
-40% -$269K 0.01% 1066
2019
Q4 		$804K Sell
18,734
-3,782
-17% -$147K 0.01% 804
2019
Q3 		$821K Sell
22,516
-717
-3% -$25.6K 0.01% 746
2019
Q2 		$847K Buy
23,233
+1,336
+6% +$49.1K 0.01% 783
2019
Q1 		$840K Buy
21,897
+10,563
+93% +$413K 0.01% 769
2018
Q4 		$428K Buy
11,334
+6,288
+125% +$277K 0.01% 980
2018
Q3 		$270K Buy
5,046
+1,367
+37% +$76.6K ﹤0.01% 1324
2018
Q2 		$210K Buy
3,679
+327
+10% +$20.1K ﹤0.01% 1252
2018
Q1 		$215K Buy
+3,352
New +$221K ﹤0.01% 1243

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MML Investors Services's WRK Position: Q2 2020 in Review

MML Investors Services sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 11,258 shares — an estimated $318K sold.

MML Investors Services first reported a position in WRK in Q1 2018 and held it in 9 quarters. The position peaked at $847K in Q2 2019. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

  • MML Investors Services reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
  • MML Investors Services sold 11,258 WestRock Company shares in Q2 2020, an estimated $318K.
  • MML Investors Services first reported a position in WestRock Company in Q1 2018 and held it in 9 quarters.
  • MML Investors Services's WestRock Company position peaked at $847K in Q2 2019.
  • 540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on MML Investors Services's 13F filing for Q2 2020, filed 14 Aug 2020.