SS
WRK

Simplicity Solutions’s WestRock Company WRK Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-24,757
Closed -$1.08M – 1017
2020
Q4 		$1.08M Sell
24,757
-6,306
-20% -$260K 0.02% 521
2020
Q3 		$1.08M Buy
31,063
+2,396
+8% +$74K 0.02% 462
2020
Q2 		$810K Buy
+28,667
New +$815K 0.02% 521
2018
Q3 		– Sell
-13,167
Closed -$751K – 621
2018
Q2 		$751K Sell
13,167
-2,085
-14% -$128K 0.05% 197
2018
Q1 		$979K Sell
15,252
-439
-3% -$29K 0.08% 133
2017
Q4 		$992K Buy
+15,691
New +$953K 0.1% 139

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Simplicity Solutions's WRK Position: Q1 2021 in Review

Simplicity Solutions sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 24,757 shares — an estimated $1.08M sold.

Simplicity Solutions first reported a position in WRK in Q4 2017 and held it in 6 quarters. The position peaked at $1.08M in Q3 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

  • Simplicity Solutions reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 24,757 WestRock Company shares in Q1 2021, an estimated $1.08M.
  • Simplicity Solutions first reported a position in WestRock Company in Q4 2017 and held it in 6 quarters.
  • Simplicity Solutions's WestRock Company position peaked at $1.08M in Q3 2020.
  • 588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.