Wealthcare Advisory Partners’s WestRock Company WRK Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-2,384	Closed	-$124K	–	1974
2021 Q1	$124K	Buy	+2,384	New	+$111K	0.01%	608
2020 Q2	–	Sell	-346	Closed	-$10K	–	1431
2020 Q1	$10K	Buy	346 +245	+243%	+$8.81K	﹤0.01%	937
2019 Q4	$4K	Hold	101	–	–	﹤0.01%	1173
2019 Q3	$4K	Sell	101 -339	-77%	-$12.1K	﹤0.01%	1123
2019 Q2	$16K	Buy	440 +2	+0.5%	+$73	﹤0.01%	791
2019 Q1	$17K	Buy	438 +3	+0.7%	+$117	﹤0.01%	704
2018 Q4	$16K	Buy	435 +3	+0.7%	+$132	﹤0.01%	693
2018 Q3	$23K	Buy	432 +2	+0.5%	+$112	﹤0.01%	642
2018 Q2	$25K	Buy	430 +101	+31%	+$6.2K	﹤0.01%	624
2018 Q1	$21K	Hold	329	–	–	﹤0.01%	572
2017 Q4	$21K	Hold	329	–	–	0.01%	535
2017 Q3	$19K	Buy	+329	New	+$18.8K	0.01%	443

Other funds holding WRK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthcare Advisory Partners's WRK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WestRock Company (WRK) in Q2 2021, closing a stake of 2,384 shares — an estimated $124K sold.

Wealthcare Advisory Partners first reported a position in WRK in Q3 2017 and held it in 12 quarters. The position peaked at $124K in Q1 2021. 610 funds tracked by Wall St. Rank hold WRK as of Q2 2021.

Wealthcare Advisory Partners reported no remaining WestRock Company position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,384 WestRock Company shares in Q2 2021, an estimated $124K.
Wealthcare Advisory Partners first reported a position in WestRock Company in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's WestRock Company position peaked at $124K in Q1 2021.
610 funds tracked by Wall St. Rank held WestRock Company as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.