WCM
WRK

Wealthcare Capital Management’s WestRock Company WRK Stock Holding History

Wealthcare Capital Management’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
-55
Closed -$3K – 714
2021
Q1 		$3K Buy
+55
New +$2.57K ﹤0.01% 523

Other funds holding WRK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthcare Capital Management's WRK Position: Q2 2021 in Review

Wealthcare Capital Management sold out of WestRock Company (WRK) in Q2 2021, closing a stake of 55 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in WRK in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 610 funds tracked by Wall St. Rank hold WRK as of Q2 2021.

  • Wealthcare Capital Management reported no remaining WestRock Company position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 55 WestRock Company shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in WestRock Company in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's WestRock Company position peaked at $3K in Q1 2021.
  • 610 funds tracked by Wall St. Rank held WestRock Company as of Q2 2021.

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