CoreCap Advisors’s WestRock Company WRK Stock Holding History

CoreCap Advisors’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	-4,074	Closed	-$205K	–	2767
2024 Q2	$205K	Buy	4,074 +4,058	+25,363%	+$205K	0.02%	366
2024 Q1	$791	Buy	+16	New	+$699	﹤0.01%	2263
2022 Q4	$949	Buy	+27	New	+$941	﹤0.01%	2063
2022 Q3	–	Sell	-1,878	Closed	-$75K	–	2220
2022 Q2	$75K	Buy	+1,878	New	+$88.3K	0.01%	803
2022 Q1	–	Sell	-40	Closed	-$2K	–	2214
2021 Q4	$2K	Buy	+40	New	+$1.88K	﹤0.01%	2011

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

CoreCap Advisors's WRK Position: Q3 2024 in Review

CoreCap Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,074 shares — an estimated $205K sold.

CoreCap Advisors first reported a position in WRK in Q4 2021 and held it in 5 quarters. The position peaked at $205K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

CoreCap Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
CoreCap Advisors sold 4,074 WestRock Company shares in Q3 2024, an estimated $205K.
CoreCap Advisors first reported a position in WestRock Company in Q4 2021 and held it in 5 quarters.
CoreCap Advisors's WestRock Company position peaked at $205K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on CoreCap Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.