WealthOne’s WestRock Company WRK Stock Holding History

WealthOne’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 Q1	–	Sell	-80	Closed	-$3K	–	579
2018 Q4	$3K	Buy	+80	New	+$3.53K	﹤0.01%	544

Other funds holding WRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

WealthOne's WRK Position: Q1 2019 in Review

WealthOne sold out of WestRock Company (WRK) in Q1 2019, closing a stake of 80 shares — an estimated $3K sold.

WealthOne first reported a position in WRK in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 567 funds tracked by Wall St. Rank hold WRK as of Q1 2019.

WealthOne reported no remaining WestRock Company position as of Q1 2019 after selling out during the quarter.
WealthOne sold 80 WestRock Company shares in Q1 2019, an estimated $3K.
WealthOne first reported a position in WestRock Company in Q4 2018 and held it in 1 quarter.
WealthOne's WestRock Company position peaked at $3K in Q4 2018.
567 funds tracked by Wall St. Rank held WestRock Company as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.