Carolinas Wealth Consulting’s WestRock Company WRK Stock Holding History

Carolinas Wealth Consulting’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	-492	Closed	-$24.7K	–	1109
2024 Q2	$24.7K	Buy	492 +3	+0.6%	+$151	﹤0.01%	454
2024 Q1	$24.2K	Buy	489 +3	+0.6%	+$131	﹤0.01%	461
2023 Q4	$20.2K	Buy	486 +4	+0.8%	+$154	﹤0.01%	438
2023 Q3	$17.3K	Buy	482 +4	+0.8%	+$131	﹤0.01%	450
2023 Q2	$13.9K	Buy	478 +5	+1%	+$145	﹤0.01%	547
2023 Q1	$14.4K	Buy	473 +4	+0.9%	+$132	﹤0.01%	547
2022 Q4	$16.5K	Buy	469 +3	+0.6%	+$105	﹤0.01%	533
2022 Q3	$14K	Buy	466 +3	+0.6%	+$119	﹤0.01%	513
2022 Q2	$18K	Buy	463 +2	+0.4%	+$94	﹤0.01%	478
2022 Q1	$22K	Buy	461 +3	+0.7%	+$137	﹤0.01%	468
2021 Q4	$20K	Buy	458 +2	+0.4%	+$94	﹤0.01%	502
2021 Q3	$23K	Buy	456 +2	+0.4%	+$101	0.01%	454
2021 Q2	$24K	Buy	454 +2	+0.4%	+$112	0.01%	475
2021 Q1	$24K	Buy	452 +2	+0.4%	+$93	0.01%	482
2020 Q4	$20K	Buy	450 +2	+0.4%	+$83	0.01%	482
2020 Q3	$16K	Buy	448 +3	+0.7%	+$93	0.01%	422
2020 Q2	$13K	Buy	+445	New	+$12.6K	0.01%	325

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carolinas Wealth Consulting's WRK Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 492 shares — an estimated $24.7K sold.

Carolinas Wealth Consulting first reported a position in WRK in Q2 2020 and held it in 17 quarters. The position peaked at $24.7K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Carolinas Wealth Consulting reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 492 WestRock Company shares in Q3 2024, an estimated $24.7K.
Carolinas Wealth Consulting first reported a position in WestRock Company in Q2 2020 and held it in 17 quarters.
Carolinas Wealth Consulting's WestRock Company position peaked at $24.7K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.