YorkBridge Wealth Partners’s WestRock Company WRK Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-71	Closed	-$3K	–	691
2019 Q2	$3K	Hold	71	–	–	﹤0.01%	686
2019 Q1	$3K	Hold	71	–	–	﹤0.01%	685
2018 Q4	$3K	Hold	71	–	–	﹤0.01%	667
2018 Q3	$4K	Hold	71	–	–	﹤0.01%	679
2018 Q2	$4K	Hold	71	–	–	﹤0.01%	715
2018 Q1	$5K	Sell	71 -2,152	-97%	-$142K	﹤0.01%	690
2017 Q4	$142K	Sell	2,223 -104	-4%	-$6.31K	0.07%	221
2017 Q3	$132K	Hold	2,327	–	–	0.07%	224
2017 Q2	$133K	Hold	2,327	–	–	0.07%	215
2017 Q1	$126K	Sell	2,327 -46	-2%	-$2.43K	0.07%	218
2016 Q4	$121K	Buy	+2,373	New	+$117K	0.07%	210

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YorkBridge Wealth Partners's WRK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 71 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in WRK in Q4 2016 and held it in 11 quarters. The position peaked at $142K in Q4 2017. 548 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 71 WestRock Company shares in Q3 2019, an estimated $3K.
YorkBridge Wealth Partners first reported a position in WestRock Company in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's WestRock Company position peaked at $142K in Q4 2017.
548 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.