PW
WRK

Price Wealth’s WestRock Company WRK Stock Holding History

Price Wealth’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
2020
Q3 		– Sell
-47
Closed -$1K – 466
2020
Q2 		$1K Buy
+47
New +$1.34K ﹤0.01% 391
2019
Q3 		– Sell
-3,188
Closed -$116K – 316
2019
Q2 		$116K Buy
+3,188
New +$117K 0.04% 87
2018
Q3 		– Sell
-40
Closed -$2K – 451
2018
Q2 		$2K Buy
+40
New +$2.45K ﹤0.01% 472

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Price Wealth's WRK Position: Q3 2020 in Review

Price Wealth sold out of WestRock Company (WRK) in Q3 2020, closing a stake of 47 shares — an estimated $1K sold.

Price Wealth first reported a position in WRK in Q2 2018 and held it in 3 quarters. The position peaked at $116K in Q2 2019. 539 funds tracked by Wall St. Rank hold WRK as of Q3 2020.

  • Price Wealth reported no remaining WestRock Company position as of Q3 2020 after selling out during the quarter.
  • Price Wealth sold 47 WestRock Company shares in Q3 2020, an estimated $1K.
  • Price Wealth first reported a position in WestRock Company in Q2 2018 and held it in 3 quarters.
  • Price Wealth's WestRock Company position peaked at $116K in Q2 2019.
  • 539 funds tracked by Wall St. Rank held WestRock Company as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.