ACA
WRK

Atlas Capital Advisors’s WestRock Company WRK Stock Holding History

Atlas 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
-2,349
Closed -$118K – 973
2024
Q2 		$118K Sell
2,349
-56
-2% -$2.83K 0.02% 473
2024
Q1 		$119K Buy
2,405
+1,390
+137% +$60.7K 0.02% 450
2023
Q4 		$42.1K Buy
+1,015
New +$39K 0.01% 613
2022
Q2 		– Sell
-1,894
Closed -$89.1K – 1035
2022
Q1 		$89.1K Sell
1,894
-14
-0.7% -$640 0.01% 486
2021
Q4 		$84.6K Buy
1,908
+423
+28% +$19.9K 0.01% 475
2021
Q3 		$74K Hold
1,485
– – 0.01% 477
2021
Q2 		$79K Buy
1,485
+14
+1% +$784 0.01% 479
2021
Q1 		$76.6K Sell
1,471
-1,587
-52% -$74.1K 0.01% 447
2020
Q4 		$133K Buy
+3,058
New +$126K 0.03% 356
2020
Q3 		– Sell
-3,058
Closed -$86.4K – 618
2020
Q2 		$86.4K Buy
3,058
+613
+25% +$17.4K 0.02% 416
2020
Q1 		$69.1K Buy
+2,445
New +$87.9K 0.02% 398
2019
Q1 		– Sell
-2,746
Closed -$104K – 603
2018
Q4 		$104K Buy
2,746
+2,320
+545% +$102K 0.04% 334
2018
Q3 		$22.1K Sell
426
-367
-46% -$20.6K 0.01% 465
2018
Q2 		$45.4K Sell
793
-5,308
-87% -$326K 0.02% 405
2018
Q1 		$392K Buy
+6,101
New +$403K 0.12% 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

Atlas Capital Advisors's WRK Position: Q3 2024 in Review

Atlas Capital Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 2,349 shares — an estimated $118K sold.

Atlas Capital Advisors first reported a position in WRK in Q1 2018 and held it in 15 quarters. The position peaked at $392K in Q1 2018. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Atlas Capital Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 2,349 WestRock Company shares in Q3 2024, an estimated $118K.
  • Atlas Capital Advisors first reported a position in WestRock Company in Q1 2018 and held it in 15 quarters.
  • Atlas Capital Advisors's WestRock Company position peaked at $392K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Atlas Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.