AGWCA
WRK

Annis Gardner Whiting Capital Advisors’s WestRock Company WRK Stock Holding History

Annis Gardner Whiting 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
2024
Q3 		– Sell
-139
Closed -$6.99K – 969
2024
Q2 		$6.99K Hold
139
– – ﹤0.01% 730
2024
Q1 		$6.87K Hold
139
– – ﹤0.01% 717
2023
Q4 		$5.77K Buy
139
+4
+3% +$154 ﹤0.01% 530
2023
Q3 		$4.83K Buy
+135
New +$4.43K ﹤0.01% 531

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

Annis Gardner Whiting Capital Advisors's WRK Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 139 shares — an estimated $6.99K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WRK in Q3 2023 and held it in 4 quarters. The position peaked at $6.99K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 139 WestRock Company shares in Q3 2024, an estimated $6.99K.
  • Annis Gardner Whiting Capital Advisors first reported a position in WestRock Company in Q3 2023 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's WestRock Company position peaked at $6.99K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.