ACM
WRK

AlphaStar Capital Management’s WestRock Company WRK Stock Holding History

AlphaStar Capital 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
2024
Q3 		– Sell
-16,066
Closed -$807K – 389
2024
Q2 		$807K Buy
16,066
+2,815
+21% +$142K 0.07% 156
2024
Q1 		$655K Buy
13,251
+5,284
+66% +$231K 0.07% 157
2023
Q4 		$331K Buy
+7,967
New +$306K 0.03% 219

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

AlphaStar Capital Management's WRK Position: Q3 2024 in Review

AlphaStar Capital Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 16,066 shares — an estimated $807K sold.

AlphaStar Capital Management first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $807K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • AlphaStar Capital Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • AlphaStar Capital Management sold 16,066 WestRock Company shares in Q3 2024, an estimated $807K.
  • AlphaStar Capital Management first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • AlphaStar Capital Management's WestRock Company position peaked at $807K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on AlphaStar Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.