WAM
WRK

Wealthspire Advisors (Maryland)’s WestRock Company WRK Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,427
Closed -$55K – 2171
2019
Q1 		$55K Buy
1,427
+90
+7% +$3.52K ﹤0.01% 865
2018
Q4 		$50K Buy
1,337
+167
+14% +$7.37K ﹤0.01% 864
2018
Q3 		$63K Sell
1,170
-1,302
-53% -$72.9K 0.01% 886
2018
Q2 		$141K Sell
2,472
-20
-0.8% -$1.23K 0.01% 574
2018
Q1 		$160K Buy
2,492
+232
+10% +$15.3K 0.02% 544
2017
Q4 		$143K Buy
2,260
+715
+46% +$43.4K 0.01% 589
2017
Q3 		$88K Buy
1,545
+731
+90% +$41.7K 0.01% 763
2017
Q2 		$46K Buy
814
+101
+14% +$5.48K 0.01% 986
2017
Q1 		$37K Sell
713
-1,213
-63% -$64K 0.01% 892
2016
Q4 		$98K Buy
1,926
+60
+3% +$2.95K 0.01% 590
2016
Q3 		$90K Buy
1,866
+73
+4% +$3.26K 0.01% 600
2016
Q2 		$70K Buy
1,793
+87
+5% +$3.26K 0.01% 637
2016
Q1 		$60K Sell
1,706
-619
-27% -$20.2K 0.01% 657
2015
Q4 		$96K Buy
+2,325
New +$106K 0.02% 536

Other funds holding WRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WRK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WestRock Company (WRK) in Q2 2019, closing a stake of 1,427 shares — an estimated $55K sold.

Wealthspire Advisors (Maryland) first reported a position in WRK in Q4 2015 and held it in 14 quarters. The position peaked at $160K in Q1 2018. 541 funds tracked by Wall St. Rank hold WRK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WestRock Company position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,427 WestRock Company shares in Q2 2019, an estimated $55K.
  • Wealthspire Advisors (Maryland) first reported a position in WestRock Company in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s WestRock Company position peaked at $160K in Q1 2018.
  • 541 funds tracked by Wall St. Rank held WestRock Company as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.