BIA
WRK

Bell Investment Advisors’s WestRock Company WRK Stock Holding History

Bell Investment 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
-103
Closed -$5.18K – 1968
2024
Q2 		$5.18K Hold
103
– – ﹤0.01% 908
2024
Q1 		$5.09K Hold
103
– – ﹤0.01% 908
2023
Q4 		$4.28K Hold
103
– – ﹤0.01% 963
2023
Q3 		$3.69K Buy
103
+15
+17% +$492 ﹤0.01% 968
2023
Q2 		$2.56K Sell
88
-38
-30% -$1.1K ﹤0.01% 1168
2023
Q1 		$3.84K Sell
126
-31
-20% -$1.02K ﹤0.01% 908
2022
Q4 		$5.52K Buy
157
+132
+528% +$4.6K ﹤0.01% 758
2022
Q3 		$1K Buy
25
+6
+32% +$237 ﹤0.01% 1660
2022
Q2 		$1K Buy
+19
New +$894 ﹤0.01% 1682
2021
Q4 		$1K Buy
23
+2
+10% +$94 ﹤0.01% 1692
2021
Q3 		$1K Buy
+21
New +$1.06K ﹤0.01% 1643

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

Bell Investment Advisors's WRK Position: Q3 2024 in Review

Bell Investment Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 103 shares — an estimated $5.18K sold.

Bell Investment Advisors first reported a position in WRK in Q3 2021 and held it in 11 quarters. The position peaked at $5.52K in Q4 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Bell Investment Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 103 WestRock Company shares in Q3 2024, an estimated $5.18K.
  • Bell Investment Advisors first reported a position in WestRock Company in Q3 2021 and held it in 11 quarters.
  • Bell Investment Advisors's WestRock Company position peaked at $5.52K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.