AFG
WRK

Atomi Financial Group’s WestRock Company WRK Stock Holding History

Atomi Financial Group’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
-6,883
Closed -$346K – 943
2024
Q2 		$346K Buy
6,883
+706
+11% +$35.6K 0.03% 532
2024
Q1 		$305K Sell
6,177
-66
-1% -$2.88K 0.03% 533
2023
Q4 		$259K Buy
+6,243
New +$240K 0.04% 462

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

Atomi Financial Group's WRK Position: Q3 2024 in Review

Atomi Financial Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 6,883 shares — an estimated $346K sold.

Atomi Financial Group first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $346K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Atomi Financial Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Atomi Financial Group sold 6,883 WestRock Company shares in Q3 2024, an estimated $346K.
  • Atomi Financial Group first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Atomi Financial Group's WestRock Company position peaked at $346K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Atomi Financial Group's 13F filing for Q3 2024, filed 8 Oct 2024.