AW
WRK

Avion Wealth’s WestRock Company WRK Stock Holding History

Avion Wealth’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
-115
Closed -$5K – 1403
2024
Q2 		$5K Buy
115
+100
+667% +$5.05K ﹤0.01% 487
2024
Q1 		$1K Hold
15
– – ﹤0.01% 1147
2023
Q4 		$1K Buy
15
+1
+7% +$38 ﹤0.01% 1052
2023
Q3 		$0 Buy
+14
New +$459 ﹤0.01% 1274

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

Avion Wealth's WRK Position: Q3 2024 in Review

Avion Wealth sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 115 shares — an estimated $5K sold.

Avion Wealth first reported a position in WRK in Q3 2023 and held it in 4 quarters. The position peaked at $5K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Avion Wealth reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Avion Wealth sold 115 WestRock Company shares in Q3 2024, an estimated $5K.
  • Avion Wealth first reported a position in WestRock Company in Q3 2023 and held it in 4 quarters.
  • Avion Wealth's WestRock Company position peaked at $5K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Avion Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.