Polaris Wealth Advisory Group’s WestRock Company WRK Stock Holding History

Polaris Wealth Advisory Group’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	-370,702	Closed	-$16.8M	–	212
2020 Q4	$16.8M	Sell	370,702 -43,763	-11%	-$1.81M	1.25%	32
2020 Q3	$15.2M	Buy	+414,465	New	+$12.8M	1.43%	27
2020 Q1	–	Sell	-119,565	Closed	-$5.19M	–	186
2019 Q4	$5.19M	Buy	+119,565	New	+$4.66M	0.35%	62
2019 Q2	–	Sell	-35,622	Closed	-$1.42M	–	180
2019 Q1	$1.42M	Buy	+35,622	New	+$1.39M	0.11%	93

Other funds holding WRK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Polaris Wealth Advisory Group's WRK Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 370,702 shares — an estimated $16.8M sold.

Polaris Wealth Advisory Group first reported a position in WRK in Q1 2019 and held it in 4 quarters. The position peaked at $16.8M in Q4 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

Polaris Wealth Advisory Group reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 370,702 WestRock Company shares in Q1 2021, an estimated $16.8M.
Polaris Wealth Advisory Group first reported a position in WestRock Company in Q1 2019 and held it in 4 quarters.
Polaris Wealth Advisory Group's WestRock Company position peaked at $16.8M in Q4 2020.
588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.