TFA
WRK

Transamerica Financial Advisors’s WestRock Company WRK Stock Holding History

Transamerica Financial Advisors’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
-2
Closed -$1K – 556
2019
Q2 		$1K Buy
+2
New +$73 ﹤0.01% 551
2019
Q1 		– Sell
-151
Closed -$6K – 490
2018
Q4 		$6K Sell
151
-20
-12% -$882 ﹤0.01% 316
2018
Q3 		$10K Buy
171
+168
+5,600% +$9.41K ﹤0.01% 296
2018
Q2 		$1K Buy
+3
New +$184 ﹤0.01% 488
2015
Q4 		– Sell
-16
Closed -$1K – 876
2015
Q3 		$1K Buy
+16
New +$857 ﹤0.01% 803

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

Transamerica Financial Advisors's WRK Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 2 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in WRK in Q3 2015 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 547 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 2 WestRock Company shares in Q3 2019, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in WestRock Company in Q3 2015 and held it in 5 quarters.
  • Transamerica Financial Advisors's WestRock Company position peaked at $10K in Q3 2018.
  • 547 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.