NIC
WRK

Northwest Investment Counselors’s WestRock Company WRK Stock Holding History

Northwest Investment Counselors’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
Q4 		– Sell
-234
Closed -$8K – 460
2020
Q3 		$8K Buy
+234
New +$7.23K ﹤0.01% 353
2017
Q4 		– Sell
-85
Closed -$5K – 324
2017
Q3 		$5K Hold
85
– – ﹤0.01% 327
2017
Q2 		$5K Buy
+85
New +$4.61K ﹤0.01% 290

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Investment Counselors's WRK Position: Q4 2020 in Review

Northwest Investment Counselors sold out of WestRock Company (WRK) in Q4 2020, closing a stake of 234 shares — an estimated $8K sold.

Northwest Investment Counselors first reported a position in WRK in Q2 2017 and held it in 3 quarters. The position peaked at $8K in Q3 2020. 602 funds tracked by Wall St. Rank hold WRK as of Q4 2020.

  • Northwest Investment Counselors reported no remaining WestRock Company position as of Q4 2020 after selling out during the quarter.
  • Northwest Investment Counselors sold 234 WestRock Company shares in Q4 2020, an estimated $8K.
  • Northwest Investment Counselors first reported a position in WestRock Company in Q2 2017 and held it in 3 quarters.
  • Northwest Investment Counselors's WestRock Company position peaked at $8K in Q3 2020.
  • 602 funds tracked by Wall St. Rank held WestRock Company as of Q4 2020.

Based on Northwest Investment Counselors's 13F filing for Q4 2020, filed 26 Jan 2021.