PWP
WRK

Principle Wealth Partners’s WestRock Company WRK Stock Holding History

Principle Wealth Partners’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
-505
Closed -$14K – 454
2020
Q2 		$14K Buy
+505
New +$14.3K ﹤0.01% 385

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

Principle Wealth Partners's WRK Position: Q3 2020 in Review

Principle Wealth Partners sold out of WestRock Company (WRK) in Q3 2020, closing a stake of 505 shares — an estimated $14K sold.

Principle Wealth Partners first reported a position in WRK in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 539 funds tracked by Wall St. Rank hold WRK as of Q3 2020.

  • Principle Wealth Partners reported no remaining WestRock Company position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 505 WestRock Company shares in Q3 2020, an estimated $14K.
  • Principle Wealth Partners first reported a position in WestRock Company in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's WestRock Company position peaked at $14K in Q2 2020.
  • 539 funds tracked by Wall St. Rank held WestRock Company as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.