BHPW
WRK

Beverly Hills Private Wealth’s WestRock Company WRK Stock Holding History

Beverly Hills Private 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
-4,588
Closed -$231K – 370
2024
Q2 		$231K Buy
+4,588
New +$232K 0.05% 313

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

Beverly Hills Private Wealth's WRK Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,588 shares — an estimated $231K sold.

Beverly Hills Private Wealth first reported a position in WRK in Q2 2024 and held it in 1 quarter. The position peaked at $231K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,588 WestRock Company shares in Q3 2024, an estimated $231K.
  • Beverly Hills Private Wealth first reported a position in WestRock Company in Q2 2024 and held it in 1 quarter.
  • Beverly Hills Private Wealth's WestRock Company position peaked at $231K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.