Stratos Wealth Partners’s WestRock Company WRK Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-288	Closed	-$15K	–	2616
2018 Q3	$15K	Buy	+288	New	+$16.1K	﹤0.01%	2015
2018 Q2	–	Sell	-1,300	Closed	-$83K	–	2701
2018 Q1	$83K	Buy	1,300 +412	+46%	+$27.2K	﹤0.01%	1300
2017 Q4	$56K	Buy	+888	New	+$53.9K	﹤0.01%	1464

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stratos Wealth Partners's WRK Position: Q4 2018 in Review

Stratos Wealth Partners sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 288 shares — an estimated $15K sold.

Stratos Wealth Partners first reported a position in WRK in Q4 2017 and held it in 3 quarters. The position peaked at $83K in Q1 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

Stratos Wealth Partners reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 288 WestRock Company shares in Q4 2018, an estimated $15K.
Stratos Wealth Partners first reported a position in WestRock Company in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's WestRock Company position peaked at $83K in Q1 2018.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.