WealthTrust Fairport’s WestRock Company WRK Stock Holding History

WealthTrust Fairport’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	$19K	Hold	500	–	–	﹤0.01%	301
2018 Q4	$19K	Hold	500	–	–	﹤0.01%	281
2018 Q3	$27K	Hold	500	–	–	﹤0.01%	303
2018 Q2	$29K	Hold	500	–	–	﹤0.01%	295
2018 Q1	$32K	Buy	+500	New	+$33K	﹤0.01%	284

Other funds holding WRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

WealthTrust Fairport's WRK Position: Q1 2019 in Review

WealthTrust Fairport held its WestRock Company (WRK) position steady in Q1 2019 at 500 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

WealthTrust Fairport first reported a position in WRK in Q1 2018 and has held it in 5 quarters since. The position peaked at $32K in Q1 2018. 566 funds tracked by Wall St. Rank hold WRK as of Q1 2019.

WealthTrust Fairport held 500 shares of WestRock Company worth $19K as of Q1 2019.
WealthTrust Fairport left its WestRock Company share count unchanged in Q1 2019.
WestRock Company made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #301 holding.
WealthTrust Fairport first reported a position in WestRock Company in Q1 2018 and has held it in 5 quarters since.
WealthTrust Fairport's WestRock Company position peaked at $32K in Q1 2018.
566 funds tracked by Wall St. Rank held WestRock Company as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.