AWM
WRK

Avior Wealth Management’s WestRock Company WRK Stock Holding History

Avior Wealth Management’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
-18
Closed -$904 – 2435
2024
Q2 		$904 Sell
18
-330
-95% -$16.7K ﹤0.01% 2037
2024
Q1 		$17.2K Buy
+348
New +$15.2K ﹤0.01% 1667
2021
Q3 		– Sell
-500
Closed -$26K – 1207
2021
Q2 		$26K Hold
500
– – ﹤0.01% 613
2021
Q1 		$26K Hold
500
– – ﹤0.01% 611
2020
Q4 		$21K Hold
500
– – ﹤0.01% 614
2020
Q3 		$17K Hold
500
– – ﹤0.01% 627
2020
Q2 		$14K Buy
500
+140
+39% +$3.98K ﹤0.01% 626
2020
Q1 		$10K Sell
360
-4,831
-93% -$174K ﹤0.01% 582
2019
Q4 		$222K Buy
+5,191
New +$202K 0.04% 362
2019
Q3 		– Sell
-36
Closed -$1K – 887
2019
Q2 		$1K Buy
+36
New +$1.32K ﹤0.01% 823
2018
Q4 		– Sell
-46
Closed -$2K – 770
2018
Q3 		$2K Hold
46
– – ﹤0.01% 694
2018
Q2 		$3K Hold
46
– – ﹤0.01% 705
2018
Q1 		$3K Sell
46
-3,427
-99% -$226K ﹤0.01% 683
2017
Q4 		$220K Buy
3,473
+3,425
+7,135% +$208K 0.05% 307
2017
Q3 		$3K Buy
+48
New +$2.74K ﹤0.01% 437

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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avior Wealth Management's WRK Position: Q3 2024 in Review

Avior Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 18 shares — an estimated $904 sold.

Avior Wealth Management first reported a position in WRK in Q3 2017 and held it in 15 quarters. The position peaked at $222K in Q4 2019. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Avior Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 18 WestRock Company shares in Q3 2024, an estimated $904.
  • Avior Wealth Management first reported a position in WestRock Company in Q3 2017 and held it in 15 quarters.
  • Avior Wealth Management's WestRock Company position peaked at $222K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.