PWPS
WRK

Pinnacle Wealth Planning Services’s WestRock Company WRK Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-207
Closed -$9K – 2079
2020
Q4 		$9K Buy
+207
New +$8.54K ﹤0.01% 1443

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's WRK Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 207 shares — an estimated $9K sold.

Pinnacle Wealth Planning Services first reported a position in WRK in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 207 WestRock Company shares in Q1 2021, an estimated $9K.
  • Pinnacle Wealth Planning Services first reported a position in WestRock Company in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's WestRock Company position peaked at $9K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.