CFFP
WRK

Center for Financial Planning’s WestRock Company WRK Stock Holding History

Center for Financial Planning’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
-1,479
Closed -$74.3K – 616
2024
Q2 		$74.3K Hold
1,479
– – 0.01% 200
2024
Q1 		$73.1K Hold
1,479
– – 0.01% 201
2023
Q4 		$61.4K Hold
1,479
– – 0.01% 204
2023
Q3 		$52.9K Hold
1,479
– – 0.01% 210
2023
Q2 		$43K Hold
1,479
– – 0.01% 247
2023
Q1 		$45.1K Hold
1,479
– – 0.01% 226
2022
Q4 		$52K Hold
1,479
– – 0.01% 214
2022
Q3 		$46K Sell
1,479
-345
-19% -$13.6K 0.01% 217
2022
Q2 		$73K Buy
1,824
+1,479
+429% +$69.6K 0.02% 184
2022
Q1 		$16K Hold
345
– – ﹤0.01% 331
2021
Q4 		$15K Hold
345
– – ﹤0.01% 343
2021
Q3 		$17K Hold
345
– – ﹤0.01% 320
2021
Q2 		$18K Hold
345
– – ﹤0.01% 314
2021
Q1 		$18K Hold
345
– – ﹤0.01% 321
2020
Q4 		$15K Hold
345
– – ﹤0.01% 313
2020
Q3 		$12K Buy
+345
New +$10.7K ﹤0.01% 298
2020
Q2 		– Sell
-104
Closed -$3K – 599
2020
Q1 		$3K Hold
104
– – ﹤0.01% 476
2019
Q4 		$4K Buy
+104
New +$4.06K ﹤0.01% 393

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

Center for Financial Planning's WRK Position: Q3 2024 in Review

Center for Financial Planning sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 1,479 shares — an estimated $74.3K sold.

Center for Financial Planning first reported a position in WRK in Q4 2019 and held it in 18 quarters. The position peaked at $74.3K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Center for Financial Planning reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 1,479 WestRock Company shares in Q3 2024, an estimated $74.3K.
  • Center for Financial Planning first reported a position in WestRock Company in Q4 2019 and held it in 18 quarters.
  • Center for Financial Planning's WestRock Company position peaked at $74.3K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.