SWM
WRK

Stockman Wealth Management’s WestRock Company WRK Stock Holding History

Stockman Wealth Management’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
2019
Q3 		– Sell
-8,052
Closed -$294K – 165
2019
Q2 		$294K Buy
8,052
+500
+7% +$18.4K 0.12% 123
2019
Q1 		$290K Buy
7,552
+2,200
+41% +$86.1K 0.13% 121
2018
Q4 		$202K Buy
+5,352
New +$236K 0.1% 137

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stockman Wealth Management's WRK Position: Q3 2019 in Review

Stockman Wealth Management sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 8,052 shares — an estimated $294K sold.

Stockman Wealth Management first reported a position in WRK in Q4 2018 and held it in 3 quarters. The position peaked at $294K in Q2 2019. 547 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

  • Stockman Wealth Management reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
  • Stockman Wealth Management sold 8,052 WestRock Company shares in Q3 2019, an estimated $294K.
  • Stockman Wealth Management first reported a position in WestRock Company in Q4 2018 and held it in 3 quarters.
  • Stockman Wealth Management's WestRock Company position peaked at $294K in Q2 2019.
  • 547 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on Stockman Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.