AF
WRK

Advisornet Financial’s WestRock Company WRK Stock Holding History

Advisornet 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
-30
Closed -$1.51K – 2290
2024
Q2 		$1.51K Hold
30
– – ﹤0.01% 1694
2024
Q1 		$1.48K Sell
30
-31
-51% -$1.35K ﹤0.01% 1656
2023
Q4 		$2.53K Sell
61
-869
-93% -$33.4K ﹤0.01% 1647
2023
Q3 		$33.3K Sell
930
-252
-21% -$8.26K ﹤0.01% 891
2023
Q2 		$34.4K Buy
1,182
+229
+24% +$6.64K ﹤0.01% 915
2023
Q1 		$29K Sell
953
-83
-8% -$2.74K ﹤0.01% 952
2022
Q4 		$36.4K Buy
1,036
+42
+4% +$1.46K ﹤0.01% 876
2022
Q3 		$31K Sell
994
-5
-0.5% -$198 ﹤0.01% 985
2022
Q2 		$40K Sell
999
-265
-21% -$12.5K ﹤0.01% 938
2022
Q1 		$59K Buy
1,264
+20
+2% +$914 ﹤0.01% 914
2021
Q4 		$55K Buy
1,244
+20
+2% +$941 ﹤0.01% 977
2021
Q3 		$61K Buy
1,224
+48
+4% +$2.42K ﹤0.01% 941
2021
Q2 		$63K Buy
1,176
+4
+0.3% +$224 ﹤0.01% 918
2021
Q1 		$61K Sell
1,172
-302
-20% -$14.1K ﹤0.01% 885
2020
Q4 		$64K Buy
1,474
+5
+0.3% +$206 0.01% 808
2020
Q3 		$51K Buy
1,469
+7
+0.5% +$216 ﹤0.01% 846
2020
Q2 		$41K Buy
1,462
+553
+61% +$15.7K ﹤0.01% 905
2020
Q1 		$26K Buy
909
+900
+10,000% +$32.4K ﹤0.01% 1000
2019
Q4 		$0 Hold
9
– – ﹤0.01% 2021
2019
Q3 		$0 Sell
9
-2
-18% -$71 ﹤0.01% 1986
2019
Q2 		$0 Sell
11
-489
-98% -$18K ﹤0.01% 1814
2019
Q1 		$19K Hold
500
– – ﹤0.01% 1016
2018
Q4 		$19K Buy
+500
New +$22.1K ﹤0.01% 947

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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisornet Financial's WRK Position: Q3 2024 in Review

Advisornet Financial sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 30 shares — an estimated $1.51K sold.

Advisornet Financial first reported a position in WRK in Q4 2018 and held it in 23 quarters. The position peaked at $64K in Q4 2020. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Advisornet Financial reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Advisornet Financial sold 30 WestRock Company shares in Q3 2024, an estimated $1.51K.
  • Advisornet Financial first reported a position in WestRock Company in Q4 2018 and held it in 23 quarters.
  • Advisornet Financial's WestRock Company position peaked at $64K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

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