AWM
WRK

Axxcess Wealth Management’s WestRock Company WRK Stock Holding History

Axxcess 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
-4,175
Closed -$210K – 955
2024
Q2 		$210K Sell
4,175
-1,198
-22% -$60.5K 0.01% 785
2024
Q1 		$266K Sell
5,373
-299
-5% -$13.1K 0.01% 705
2023
Q4 		$236K Buy
+5,672
New +$218K 0.01% 730

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

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

Axxcess Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,175 shares — an estimated $210K sold.

Axxcess Wealth Management first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $266K in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Axxcess Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,175 WestRock Company shares in Q3 2024, an estimated $210K.
  • Axxcess Wealth Management first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's WestRock Company position peaked at $266K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.