TRUE Private Wealth Advisors’s WestRock Company WRK Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-3,428	Closed	-$149K	–	734
2020 Q4	$149K	Buy	3,428 +313	+10%	+$12.9K	0.03%	228
2020 Q3	$108K	Buy	3,115 +1,939	+165%	+$59.9K	0.02%	239
2020 Q2	$33K	Buy	1,176 +1,095	+1,352%	+$31.1K	0.01%	363
2020 Q1	$2K	Hold	81	–	–	﹤0.01%	622
2019 Q4	$3K	Buy	+81	New	+$3.16K	﹤0.01%	726
2019 Q3	–	Sell	-81	Closed	-$2K	–	758
2019 Q2	$2K	Buy	+81	New	+$2.98K	﹤0.01%	740
2018 Q4	–	Sell	-165	Closed	-$8.82K	–	960
2018 Q3	$8.82K	Buy	+165	New	+$9.24K	﹤0.01%	780

Other funds holding WRK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

TRUE Private Wealth Advisors's WRK Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of WestRock Company (WRK) in Q1 2021, closing a stake of 3,428 shares — an estimated $149K sold.

TRUE Private Wealth Advisors first reported a position in WRK in Q3 2018 and held it in 7 quarters. The position peaked at $149K in Q4 2020. 588 funds tracked by Wall St. Rank hold WRK as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining WestRock Company position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,428 WestRock Company shares in Q1 2021, an estimated $149K.
TRUE Private Wealth Advisors first reported a position in WestRock Company in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's WestRock Company position peaked at $149K in Q4 2020.
588 funds tracked by Wall St. Rank held WestRock Company as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.