Signature Wealth Management Group’s WestRock Company WRK Stock Holding History

Signature Wealth Management 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 Q2	–	Sell	-89,646	Closed	-$2.53M	–	74
2020 Q1	$2.53M	Sell	89,646 -851	-0.9%	-$30.6K	2.23%	17
2019 Q4	$3.88M	Buy	90,497 +11	+0%	+$429	2.45%	7
2019 Q3	$3.3M	Buy	90,486 +1,866	+2%	+$66.6K	2.18%	18
2019 Q2	$3.37M	Buy	+88,620	New	+$3.26M	2.25%	16
2018 Q4	–	Sell	-205	Closed	-$8K	–	312
2018 Q3	$8K	Hold	205	–	–	0.01%	210
2018 Q2	$12K	Sell	205 -116	-36%	-$7.12K	0.01%	171
2018 Q1	$21K	Hold	321	–	–	0.02%	143
2017 Q4	$20K	Buy	+321	New	+$19.5K	0.01%	146

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Signature Wealth Management Group's WRK Position: Q2 2020 in Review

Signature Wealth Management Group sold out of WestRock Company (WRK) in Q2 2020, closing a stake of 89,646 shares — an estimated $2.53M sold.

Signature Wealth Management Group first reported a position in WRK in Q4 2017 and held it in 8 quarters. The position peaked at $3.88M in Q4 2019. 540 funds tracked by Wall St. Rank hold WRK as of Q2 2020.

Signature Wealth Management Group reported no remaining WestRock Company position as of Q2 2020 after selling out during the quarter.
Signature Wealth Management Group sold 89,646 WestRock Company shares in Q2 2020, an estimated $2.53M.
Signature Wealth Management Group first reported a position in WestRock Company in Q4 2017 and held it in 8 quarters.
Signature Wealth Management Group's WestRock Company position peaked at $3.88M in Q4 2019.
540 funds tracked by Wall St. Rank held WestRock Company as of Q2 2020.

Based on Signature Wealth Management Group's 13F filing for Q2 2020, filed 20 Jul 2020.