Cetera Investment Advisers
WRK

Cetera Investment Advisers’s WestRock Company WRK Stock Holding History

Cetera Investment Advisers’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
-37,513
Closed -$1.89M – 3947
2024
Q2 		$1.89M Buy
37,513
+344
+0.9% +$17.4K ﹤0.01% 1619
2024
Q1 		$1.84M Buy
37,169
+20,245
+120% +$885K ﹤0.01% 1615
2023
Q4 		$703K Sell
16,924
-9,810
-37% -$377K 0.01% 1310
2023
Q3 		$957K Buy
26,734
+2,476
+10% +$81.2K 0.01% 1066
2023
Q2 		$705K Buy
24,258
+1,024
+4% +$29.7K 0.01% 1255
2023
Q1 		$708K Buy
23,234
+1,463
+7% +$48.3K 0.01% 1223
2022
Q4 		$765K Buy
21,771
+3,883
+22% +$135K 0.01% 1122
2022
Q3 		$553K Buy
17,888
+801
+5% +$31.6K 0.01% 946
2022
Q2 		$681K Buy
17,087
+3,208
+23% +$151K 0.01% 944
2022
Q1 		$653K Sell
13,879
-2,902
-17% -$133K 0.01% 1001
2021
Q4 		$744K Buy
16,781
+254
+2% +$12K 0.01% 949
2021
Q3 		$824K Buy
16,527
+1,541
+10% +$77.8K 0.01% 854
2021
Q2 		$798K Buy
14,986
+700
+5% +$39.2K 0.01% 862
2021
Q1 		$744K Sell
14,286
-1,769
-11% -$82.6K 0.01% 787
2020
Q4 		$699K Buy
16,055
+9,536
+146% +$394K 0.01% 815
2020
Q3 		$226K Buy
+6,519
New +$201K 0.02% 564

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 $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

Cetera Investment Advisers's WRK Position: Q3 2024 in Review

Cetera Investment Advisers sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 37,513 shares — an estimated $1.89M sold.

Cetera Investment Advisers first reported a position in WRK in Q3 2020 and held it in 16 quarters. The position peaked at $1.89M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Cetera Investment Advisers reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 37,513 WestRock Company shares in Q3 2024, an estimated $1.89M.
  • Cetera Investment Advisers first reported a position in WestRock Company in Q3 2020 and held it in 16 quarters.
  • Cetera Investment Advisers's WestRock Company position peaked at $1.89M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.