OIA
WRK

Optimum Investment Advisors’s WestRock Company WRK Stock Holding History

Optimum Investment 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
Q4 		– Sell
-195
Closed -$7K – 1027
2019
Q3 		$7K Buy
+195
New +$6.96K ﹤0.01% 855

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Optimum Investment Advisors's WRK Position: Q4 2019 in Review

Optimum Investment Advisors sold out of WestRock Company (WRK) in Q4 2019, closing a stake of 195 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in WRK in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 604 funds tracked by Wall St. Rank hold WRK as of Q4 2019.

  • Optimum Investment Advisors reported no remaining WestRock Company position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 195 WestRock Company shares in Q4 2019, an estimated $7K.
  • Optimum Investment Advisors first reported a position in WestRock Company in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's WestRock Company position peaked at $7K in Q3 2019.
  • 604 funds tracked by Wall St. Rank held WestRock Company as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.