BGAI
WRK

Bruce G. Allen Investments’s WestRock Company WRK Stock Holding History

Bruce G. Allen Investments’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
-44
Closed -$2.21K – 1140
2024
Q2 		$2.21K Sell
44
-1
-2% -$50 ﹤0.01% 670
2024
Q1 		$2.23K Hold
45
– – ﹤0.01% 694
2023
Q4 		$1.87K Buy
+45
New +$1.73K ﹤0.01% 748

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 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

Bruce G. Allen Investments's WRK Position: Q3 2024 in Review

Bruce G. Allen Investments sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 44 shares — an estimated $2.21K sold.

Bruce G. Allen Investments first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $2.23K in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Bruce G. Allen Investments reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 44 WestRock Company shares in Q3 2024, an estimated $2.21K.
  • Bruce G. Allen Investments first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Bruce G. Allen Investments's WestRock Company position peaked at $2.23K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Bruce G. Allen Investments's 13F filing for Q3 2024, filed 8 Oct 2024.