CA
WRK

Continuum Advisory’s WestRock Company WRK Stock Holding History

Continuum Advisory’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
-956
Closed -$48K – 2042
2024
Q2 		$48K Hold
956
– – 0.01% 615
2024
Q1 		$49.4K Buy
+956
New +$41.8K 0.01% 603

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

Continuum Advisory's WRK Position: Q3 2024 in Review

Continuum Advisory sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 956 shares — an estimated $48K sold.

Continuum Advisory first reported a position in WRK in Q1 2024 and held it in 2 quarters. The position peaked at $49.4K in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Continuum Advisory reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Continuum Advisory sold 956 WestRock Company shares in Q3 2024, an estimated $48K.
  • Continuum Advisory first reported a position in WestRock Company in Q1 2024 and held it in 2 quarters.
  • Continuum Advisory's WestRock Company position peaked at $49.4K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.