Private Advisor Group’s WestRock Company WRK Stock Holding History

Private Advisor 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
2020 Q3	–	Sell	-348	Closed	-$10K	–	3575
2020 Q2	$10K	Buy	+348	New	+$9.89K	﹤0.01%	2949
2019 Q4	–	Sell	-10,958	Closed	-$399K	–	1757
2019 Q3	$399K	Buy	+10,958	New	+$391K	0.01%	1169
2019 Q1	–	Sell	-7,736	Closed	-$291K	–	1616
2018 Q4	$291K	Buy	7,736 +129	+2%	+$5.69K	0.01%	1034
2018 Q3	$407K	Buy	+7,607	New	+$426K	0.01%	1084
2018 Q2	–	Sell	-5,422	Closed	-$348K	–	1472
2018 Q1	$348K	Buy	+5,422	New	+$358K	0.01%	822
2017 Q3	–	Sell	-15,476	Closed	-$902K	–	1514
2017 Q2	$902K	Buy	+15,476	New	+$839K	0.02%	573

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Private Advisor Group's WRK Position: Q3 2020 in Review

Private Advisor Group sold out of WestRock Company (WRK) in Q3 2020, closing a stake of 348 shares — an estimated $10K sold.

Private Advisor Group first reported a position in WRK in Q2 2017 and held it in 6 quarters. The position peaked at $902K in Q2 2017. 540 funds tracked by Wall St. Rank hold WRK as of Q3 2020.

Private Advisor Group reported no remaining WestRock Company position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 348 WestRock Company shares in Q3 2020, an estimated $10K.
Private Advisor Group first reported a position in WestRock Company in Q2 2017 and held it in 6 quarters.
Private Advisor Group's WestRock Company position peaked at $902K in Q2 2017.
540 funds tracked by Wall St. Rank held WestRock Company as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.