Proficio Capital Partners’s WestRock Company WRK Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-358	Closed	-$13K	–	1651
2019 Q2	$13K	Buy	358 +316	+752%	+$11.6K	﹤0.01%	858
2019 Q1	$2K	Sell	42 -362	-90%	-$14.2K	﹤0.01%	1430
2018 Q4	$15K	Buy	404 +367	+992%	+$16.2K	0.01%	630
2018 Q3	$2K	Sell	37 -28	-43%	-$1.57K	﹤0.01%	1110
2018 Q2	$4K	Hold	65	–	–	﹤0.01%	1049
2018 Q1	$4K	Buy	65 +6	+10%	+$396	﹤0.01%	1049
2017 Q4	$4K	Hold	59	–	–	﹤0.01%	1034
2017 Q3	$3K	Hold	59	–	–	﹤0.01%	1054
2017 Q2	$3K	Buy	59 +9	+18%	+$488	﹤0.01%	1064
2017 Q1	$3K	Buy	50 +19	+61%	+$1K	﹤0.01%	1097
2016 Q4	$2K	Hold	31	–	–	﹤0.01%	954
2016 Q3	$2K	Hold	31	–	–	﹤0.01%	898
2016 Q2	$1K	Sell	31 -3	-9%	-$113	﹤0.01%	962
2016 Q1	$1K	Buy	34 +2	+6%	+$65	﹤0.01%	975
2015 Q4	$1K	Buy	+32	New	+$1.46K	﹤0.01%	822

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Proficio Capital Partners's WRK Position: Q3 2019 in Review

Proficio Capital Partners sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 358 shares — an estimated $13K sold.

Proficio Capital Partners first reported a position in WRK in Q4 2015 and held it in 15 quarters. The position peaked at $15K in Q4 2018. 548 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

Proficio Capital Partners reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 358 WestRock Company shares in Q3 2019, an estimated $13K.
Proficio Capital Partners first reported a position in WestRock Company in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's WestRock Company position peaked at $15K in Q4 2018.
548 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.