NWM
WRK

Northwest Wealth Management’s WestRock Company WRK Stock Holding History

Northwest Wealth Management’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
-59
Closed -$2K – 491
2019
Q1 		$2K Buy
59
+1
+2% +$39 ﹤0.01% 494
2018
Q4 		$2K Hold
58
– – ﹤0.01% 477
2018
Q3 		$3K Buy
58
+1
+2% +$56 ﹤0.01% 473
2018
Q2 		$3K Hold
57
– – ﹤0.01% 459
2018
Q1 		$4K Buy
+57
New +$3.77K ﹤0.01% 449

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

Northwest Wealth Management's WRK Position: Q2 2019 in Review

Northwest Wealth Management sold out of WestRock Company (WRK) in Q2 2019, closing a stake of 59 shares — an estimated $2K sold.

Northwest Wealth Management first reported a position in WRK in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2018. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2019.

  • Northwest Wealth Management reported no remaining WestRock Company position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 59 WestRock Company shares in Q2 2019, an estimated $2K.
  • Northwest Wealth Management first reported a position in WestRock Company in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's WestRock Company position peaked at $4K in Q1 2018.
  • 540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.