6F
WRK

626 Financial’s WestRock Company WRK Stock Holding History

626 Financial’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
2024
Q3 		– Sell
-19,197
Closed -$965K – 117
2024
Q2 		$965K Sell
19,197
-17
-0.1% -$858 0.56% 35
2024
Q1 		$950K Buy
19,214
+242
+1% +$10.6K 0.57% 34
2023
Q4 		$788K Buy
18,972
+265
+1% +$10.2K 0.52% 39
2023
Q3 		$670K Buy
18,707
+1,313
+8% +$43K 0.45% 46
2023
Q2 		$506K Sell
17,394
-50
-0.3% -$1.45K 0.32% 57
2023
Q1 		$532K Buy
17,444
+2,724
+19% +$89.9K 0.35% 55
2022
Q4 		$518K Buy
14,720
+3,883
+36% +$135K 0.36% 53
2022
Q3 		$335K Buy
10,837
+738
+7% +$29.2K 0.27% 69
2022
Q2 		$403K Buy
10,099
+795
+9% +$37.4K 0.31% 61
2022
Q1 		$438K Sell
9,304
-1,009
-10% -$46.1K 0.28% 59
2021
Q4 		$457K Buy
+10,313
New +$485K 0.28% 62
2021
Q1 		$438K Buy
+9,304
New +$434K 0.28% 59

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

626 Financial's WRK Position: Q3 2024 in Review

626 Financial sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 19,197 shares — an estimated $965K sold.

626 Financial first reported a position in WRK in Q1 2021 and held it in 12 quarters. The position peaked at $965K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • 626 Financial reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • 626 Financial sold 19,197 WestRock Company shares in Q3 2024, an estimated $965K.
  • 626 Financial first reported a position in WestRock Company in Q1 2021 and held it in 12 quarters.
  • 626 Financial's WestRock Company position peaked at $965K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on 626 Financial's 13F filing for Q3 2024, filed 15 Oct 2024.