AWM
WRK

Apollon Wealth Management’s WestRock Company WRK Stock Holding History

Apollon Wealth 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
-4,306
Closed -$216K – 1182
2024
Q2 		$216K Buy
+4,306
New +$217K 0.01% 996
2020
Q3 		– Sell
-101
Closed -$3K – 719
2020
Q2 		$3K Buy
+101
New +$2.87K ﹤0.01% 619

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

Apollon Wealth Management's WRK Position: Q3 2024 in Review

Apollon Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,306 shares — an estimated $216K sold.

Apollon Wealth Management first reported a position in WRK in Q2 2020 and held it in 2 quarters. The position peaked at $216K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Apollon Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 4,306 WestRock Company shares in Q3 2024, an estimated $216K.
  • Apollon Wealth Management first reported a position in WestRock Company in Q2 2020 and held it in 2 quarters.
  • Apollon Wealth Management's WestRock Company position peaked at $216K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Apollon Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.