One Wealth Advisors’s WestRock Company WRK Stock Holding History

One Wealth 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	-517	Closed	-$20K	–	502
2019 Q1	$20K	Buy	+517	New	+$20.2K	0.02%	267
2018 Q4	–	Sell	-80	Closed	-$4K	–	505
2018 Q3	$4K	Hold	80	–	–	﹤0.01%	450
2018 Q2	$5K	Buy	+80	New	+$4.91K	﹤0.01%	406
2018 Q1	–	Sell	-2,721	Closed	-$172K	–	600
2017 Q4	$172K	Buy	+2,721	New	+$165K	0.14%	141

Other funds holding WRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

One Wealth Advisors's WRK Position: Q2 2019 in Review

One Wealth Advisors sold out of WestRock Company (WRK) in Q2 2019, closing a stake of 517 shares — an estimated $20K sold.

One Wealth Advisors first reported a position in WRK in Q4 2017 and held it in 4 quarters. The position peaked at $172K in Q4 2017. 542 funds tracked by Wall St. Rank hold WRK as of Q2 2019.

One Wealth Advisors reported no remaining WestRock Company position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 517 WestRock Company shares in Q2 2019, an estimated $20K.
One Wealth Advisors first reported a position in WestRock Company in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's WestRock Company position peaked at $172K in Q4 2017.
542 funds tracked by Wall St. Rank held WestRock Company as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.