Zeke Capital Advisors’s WestRock Company WRK Stock Holding History

Zeke Capital Advisors’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	-23,468	Closed	-$1.01M	–	523
2019 Q4	$1.01M	Sell	23,468 -5,765	-20%	-$225K	0.08%	204
2019 Q3	$1.07M	Buy	+29,233	New	+$1.04M	0.09%	175
2019 Q1	–	Sell	-7,016	Closed	-$265K	–	588
2018 Q4	$265K	Buy	7,016 +2,471	+54%	+$109K	0.03%	461
2018 Q3	$243K	Sell	4,545 -343	-7%	-$19.2K	0.02%	566
2018 Q2	$279K	Sell	4,888 -1,366	-22%	-$83.8K	0.03%	429
2018 Q1	$401K	Hold	6,254	–	–	0.04%	390
2017 Q4	$395K	Buy	6,254 +1,691	+37%	+$103K	0.04%	330
2017 Q3	$259K	Buy	+4,563	New	+$260K	0.04%	357

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

Zeke Capital Advisors's WRK Position: Q1 2020 in Review

Zeke Capital Advisors sold out of WestRock Company (WRK) in Q1 2020, closing a stake of 23,468 shares — an estimated $1.01M sold.

Zeke Capital Advisors first reported a position in WRK in Q3 2017 and held it in 8 quarters. The position peaked at $1.07M in Q3 2019. 554 funds tracked by Wall St. Rank hold WRK as of Q1 2020.

Zeke Capital Advisors reported no remaining WestRock Company position as of Q1 2020 after selling out during the quarter.
Zeke Capital Advisors sold 23,468 WestRock Company shares in Q1 2020, an estimated $1.01M.
Zeke Capital Advisors first reported a position in WestRock Company in Q3 2017 and held it in 8 quarters.
Zeke Capital Advisors's WestRock Company position peaked at $1.07M in Q3 2019.
554 funds tracked by Wall St. Rank held WestRock Company as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.