Rational Advisors’s WestRock Company WRK Stock Holding History

Rational Advisors’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 Q4	–	Sell	-183	Closed	-$6K	–	621
2020 Q3	$6K	Sell	183 -142	-44%	-$4.39K	﹤0.01%	360
2020 Q2	$9K	Buy	+325	New	+$9.23K	﹤0.01%	380
2019 Q4	–	Sell	-8,040	Closed	-$293K	–	588
2019 Q3	$293K	Hold	8,040	–	–	0.11%	194
2019 Q2	$293K	Buy	8,040 +3,040	+61%	+$112K	0.1%	176
2019 Q1	$192K	Buy	+5,000	New	+$196K	0.05%	205
2015 Q3	$3K	Buy	+67	New	+$3.59K	﹤0.01%	452

Other funds holding WRK

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rational Advisors's WRK Position: Q4 2020 in Review

Rational Advisors sold out of WestRock Company (WRK) in Q4 2020, closing a stake of 183 shares — an estimated $6K sold.

Rational Advisors first reported a position in WRK in Q3 2015 and held it in 6 quarters. The position peaked at $293K in Q3 2019. 602 funds tracked by Wall St. Rank hold WRK as of Q4 2020.

Rational Advisors reported no remaining WestRock Company position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 183 WestRock Company shares in Q4 2020, an estimated $6K.
Rational Advisors first reported a position in WestRock Company in Q3 2015 and held it in 6 quarters.
Rational Advisors's WestRock Company position peaked at $293K in Q3 2019.
602 funds tracked by Wall St. Rank held WestRock Company as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.