AP
WRK

Aspect Partners’s WestRock Company WRK Stock Holding History

Aspect 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
-67
Closed -$3.37K – 594
2024
Q2 		$3.37K Hold
67
– – ﹤0.01% 394
2024
Q1 		$3.31K Hold
67
– – ﹤0.01% 397
2023
Q4 		$2.78K Buy
+67
New +$2.58K ﹤0.01% 402

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

Aspect Partners's WRK Position: Q3 2024 in Review

Aspect Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 67 shares — an estimated $3.37K sold.

Aspect Partners first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $3.37K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Aspect Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Aspect Partners sold 67 WestRock Company shares in Q3 2024, an estimated $3.37K.
  • Aspect Partners first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Aspect Partners's WestRock Company position peaked at $3.37K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Aspect Partners's 13F filing for Q3 2024, filed 15 Oct 2024.