CAS
WRK

Coppell Advisory Solutions’s WestRock Company WRK Stock Holding History

Coppell Advisory Solutions’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
-20
Closed -$1K – 1979
2024
Q2 		$1K Buy
+20
New +$1.01K ﹤0.01% 1504
2023
Q4 		$830 Buy
+20
New +$769 ﹤0.01% 1442

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

Coppell Advisory Solutions's WRK Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 20 shares — an estimated $1K sold.

Coppell Advisory Solutions first reported a position in WRK in Q4 2023 and held it in 2 quarters. The position peaked at $1K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 20 WestRock Company shares in Q3 2024, an estimated $1K.
  • Coppell Advisory Solutions first reported a position in WestRock Company in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's WestRock Company position peaked at $1K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.