Wilbanks Smith & Thomas Asset Management’s WestRock Company WRK Stock Holding History

Wilbanks Smith & Thomas Asset 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
2020 Q1	–	Sell	-5,695	Closed	-$244K	–	447
2019 Q4	$244K	Hold	5,695	–	–	0.01%	364
2019 Q3	$208K	Hold	5,695	–	–	0.01%	394
2019 Q2	$208K	Hold	5,695	–	–	0.01%	393
2019 Q1	$218K	Hold	5,695	–	–	0.01%	378
2018 Q4	$215K	Sell	5,695 -624	-10%	-$27.5K	0.01%	320
2018 Q3	$338K	Sell	6,319 -54	-0.8%	-$3.02K	0.02%	289
2018 Q2	$363K	Buy	6,373 +52	+0.8%	+$3.19K	0.03%	236
2018 Q1	$406K	Buy	6,321 +500	+9%	+$33K	0.03%	213
2017 Q4	$368K	Hold	5,821	–	–	0.03%	238
2017 Q3	$330K	Sell	5,821 -1	-0%	-$57	0.03%	236
2017 Q2	$330K	Hold	5,822	–	–	0.03%	223
2017 Q1	$303K	Hold	5,822	–	–	0.03%	229
2016 Q4	$296K	Sell	5,822 -33	-0.6%	-$1.62K	0.03%	230
2016 Q3	$284K	Hold	5,855	–	–	0.03%	229
2016 Q2	$228K	Sell	5,855 -643	-10%	-$24.1K	0.02%	261
2016 Q1	$229K	Sell	6,498 -15	-0.2%	-$489	0.03%	251
2015 Q4	$268K	Sell	6,513 -42	-0.6%	-$1.91K	0.03%	219
2015 Q3	$304K	Buy	+6,555	New	+$351K	0.04%	193

Other funds holding WRK

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's WRK Position: Q1 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 5,695 shares — an estimated $244K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WRK in Q3 2015 and held it in 18 quarters. The position peaked at $406K in Q1 2018. 554 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 5,695 WestRock Company shares in Q1 2020, an estimated $244K.
Wilbanks Smith & Thomas Asset Management first reported a position in WestRock Company in Q3 2015 and held it in 18 quarters.
Wilbanks Smith & Thomas Asset Management's WestRock Company position peaked at $406K in Q1 2018.
554 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2020, filed 6 May 2020.