AAP
WRK

Arax Advisory Partners’s WestRock Company WRK Stock Holding History

Arax Advisory Partners’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
-272
Closed -$13.7K – 2676
2024
Q2 		$13.7K Buy
272
+132
+94% +$6.66K ﹤0.01% 1120
2024
Q1 		$6.92K Buy
140
+1
+0.7% +$44 ﹤0.01% 844
2023
Q4 		$5.77K Buy
139
+17
+14% +$654 ﹤0.01% 854
2023
Q3 		$4.37K Sell
122
-32
-21% -$1.05K ﹤0.01% 904
2023
Q2 		$4.49K Buy
154
+137
+806% +$3.98K ﹤0.01% 888
2023
Q1 		$518 Hold
17
– – ﹤0.01% 1188
2022
Q4 		$598 Hold
17
– – ﹤0.01% 1160
2022
Q3 		$1K Buy
+17
New +$672 ﹤0.01% 1190
2020
Q4 		$1K Hold
26
– – ﹤0.01% 725
2020
Q3 		$1K Hold
26
– – ﹤0.01% 687
2020
Q2 		$1K Hold
26
– – ﹤0.01% 672
2020
Q1 		$1K Sell
26
-1,304
-98% -$46.9K ﹤0.01% 668
2019
Q4 		$57K Hold
1,330
– – 0.02% 325
2019
Q3 		$48K Hold
1,330
– – 0.01% 338
2019
Q2 		$48K Buy
+1,330
New +$48.9K 0.02% 329
2018
Q4 		$50K Hold
1,330
– – 0.02% 273
2018
Q3 		$71K Sell
1,330
-4
-0.3% -$224 0.03% 248
2018
Q2 		$76K Hold
1,334
– – 0.03% 190
2018
Q1 		$85K Sell
1,334
-70
-5% -$4.62K 0.04% 152
2017
Q4 		$88K Buy
1,404
+70
+5% +$4.25K 0.04% 159
2017
Q3 		$75K Buy
1,334
+4
+0.3% +$228 0.04% 168
2017
Q2 		$75K Buy
1,330
+11
+0.8% +$597 0.04% 181
2017
Q1 		$68K Buy
1,319
+9
+0.7% +$475 0.03% 169
2016
Q4 		$67K Buy
+1,310
New +$64.4K 0.03% 141

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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 $20.6B AUM 34.61% 1-Year Est. Return

Arax Advisory Partners's WRK Position: Q3 2024 in Review

Arax Advisory Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 272 shares — an estimated $13.7K sold.

Arax Advisory Partners first reported a position in WRK in Q4 2016 and held it in 24 quarters. The position peaked at $88K in Q4 2017. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Arax Advisory Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Arax Advisory Partners sold 272 WestRock Company shares in Q3 2024, an estimated $13.7K.
  • Arax Advisory Partners first reported a position in WestRock Company in Q4 2016 and held it in 24 quarters.
  • Arax Advisory Partners's WestRock Company position peaked at $88K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Arax Advisory Partners's 13F filing for Q3 2024, filed 6 Nov 2024.