CWP
WRK

Concord Wealth Partners’s WestRock Company WRK Stock Holding History

Concord Wealth Partners’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
-39
Closed -$1.96K – 1039
2024
Q2 		$1.96K Hold
39
– – ﹤0.01% 668
2024
Q1 		$1.93K Hold
39
– – ﹤0.01% 752
2023
Q4 		$1.62K Sell
39
-2
-5% -$77 ﹤0.01% 735
2023
Q3 		$1.45K Sell
41
-12,493
-100% -$410K ﹤0.01% 913
2023
Q2 		$364K Buy
12,534
+5,990
+92% +$174K 0.08% 132
2023
Q1 		$199K Buy
6,544
+6,476
+9,524% +$214K 0.06% 167
2022
Q4 		$2.38K Buy
+68
New +$2.37K ﹤0.01% 904
2022
Q3 		– Sell
-173
Closed -$7K – 1235
2022
Q2 		$7K Buy
173
+115
+198% +$5.41K ﹤0.01% 766
2022
Q1 		$3K Buy
58
+30
+107% +$1.37K ﹤0.01% 1051
2021
Q4 		$1K Buy
28
+13
+87% +$612 ﹤0.01% 1283
2021
Q3 		$1K Hold
15
– – ﹤0.01% 879
2021
Q2 		$1K Buy
+15
New +$840 ﹤0.01% 1021

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

Concord Wealth Partners's WRK Position: Q3 2024 in Review

Concord Wealth Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 39 shares — an estimated $1.96K sold.

Concord Wealth Partners first reported a position in WRK in Q2 2021 and held it in 12 quarters. The position peaked at $364K in Q2 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Concord Wealth Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 39 WestRock Company shares in Q3 2024, an estimated $1.96K.
  • Concord Wealth Partners first reported a position in WestRock Company in Q2 2021 and held it in 12 quarters.
  • Concord Wealth Partners's WestRock Company position peaked at $364K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.