TL
WRK

TrueWealth LLC’s WestRock Company WRK Stock Holding History

TrueWealth LLC’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
Q4 		– Sell
-5
Closed – – 764
2019
Q3 		$0 Sell
5
-1,000
-100% -$35.7K ﹤0.01% 743
2019
Q2 		$37K Sell
1,005
-5
-0.5% -$184 0.02% 302
2019
Q1 		$39K Hold
1,010
– – 0.02% 290
2018
Q4 		$38K Sell
1,010
-5
-0.5% -$221 0.02% 286
2018
Q3 		$54K Hold
1,015
– – 0.02% 262
2018
Q2 		$58K Hold
1,015
– – 0.03% 249
2018
Q1 		$65K Hold
1,015
– – 0.03% 234
2017
Q4 		$64K Buy
+1,015
New +$61.6K 0.03% 260

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

TrueWealth LLC's WRK Position: Q4 2019 in Review

TrueWealth LLC sold out of WestRock Company (WRK) in Q4 2019, closing a stake of 5 shares.

TrueWealth LLC first reported a position in WRK in Q4 2017 and held it in 8 quarters. The position peaked at $65K in Q1 2018. 604 funds tracked by Wall St. Rank hold WRK as of Q4 2019.

  • TrueWealth LLC reported no remaining WestRock Company position as of Q4 2019 after selling out during the quarter.
  • TrueWealth LLC sold 5 WestRock Company shares in Q4 2019.
  • TrueWealth LLC first reported a position in WestRock Company in Q4 2017 and held it in 8 quarters.
  • TrueWealth LLC's WestRock Company position peaked at $65K in Q1 2018.
  • 604 funds tracked by Wall St. Rank held WestRock Company as of Q4 2019.

Based on TrueWealth LLC's 13F filing for Q4 2019, filed 22 Jan 2020.