Security National Trust’s WestRock Company WRK Stock Holding History

Security National Trust’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 Q2	–	Sell	-55	Closed	-$2K	–	485
2020 Q1	$2K	Buy	+55	New	+$1.98K	﹤0.01%	453
2017 Q1	–	Sell	-156	Closed	-$8K	–	442
2016 Q4	$8K	Hold	156	–	–	﹤0.01%	383
2016 Q3	$8K	Sell	156 -16	-9%	-$714	﹤0.01%	392
2016 Q2	$7K	Sell	172 -19	-10%	-$713	﹤0.01%	399
2016 Q1	$7K	Hold	191	–	–	﹤0.01%	399
2015 Q4	$8K	Buy	191 +18	+10%	+$819	﹤0.01%	388
2015 Q3	$8K	Buy	+173	New	+$9.27K	﹤0.01%	393

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Security National Trust's WRK Position: Q2 2020 in Review

Security National Trust sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 55 shares — an estimated $2K sold.

Security National Trust first reported a position in WRK in Q3 2015 and held it in 7 quarters. The position peaked at $8K in Q4 2016. 541 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

Security National Trust reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 55 WestRock Company shares in Q2 2020, an estimated $2K.
Security National Trust first reported a position in WestRock Company in Q3 2015 and held it in 7 quarters.
Security National Trust's WestRock Company position peaked at $8K in Q4 2016.
541 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.