Sowell Financial Services’s WestRock Company WRK Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-4,403	Closed	-$265K	–	2898
2021 Q1	$265K	Buy	4,403 +1,378	+46%	+$64.3K	0.01%	896
2020 Q4	$132K	Buy	3,025 +2,223	+277%	+$91.7K	0.01%	1042
2020 Q3	$28K	Buy	802 +777	+3,108%	+$24K	﹤0.01%	1418
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	2402
2020 Q1	$1K	Sell	25 -669	-96%	-$24K	﹤0.01%	2353
2019 Q4	$30K	Buy	694 +82	+13%	+$3.2K	﹤0.01%	1307
2019 Q3	$22K	Buy	+612	New	+$21.9K	﹤0.01%	1254

Other funds holding WRK

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Norges Bank Oslo, Norway $1T AUM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sowell Financial Services's WRK Position: Q2 2021 in Review

Sowell Financial Services sold out of WestRock Company (WRK) in Q2 2021, closing a stake of 4,403 shares — an estimated $265K sold.

Sowell Financial Services first reported a position in WRK in Q3 2019 and held it in 7 quarters. The position peaked at $265K in Q1 2021. 610 funds tracked by Wall St. Rank hold WRK as of Q2 2021.

Sowell Financial Services reported no remaining WestRock Company position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 4,403 WestRock Company shares in Q2 2021, an estimated $265K.
Sowell Financial Services first reported a position in WestRock Company in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's WestRock Company position peaked at $265K in Q1 2021.
610 funds tracked by Wall St. Rank held WestRock Company as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.