C
WRK

Covestor’s WestRock Company WRK Stock Holding History

Covestor’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
-2,143
Closed -$108K – 2915
2024
Q2 		$108K Buy
2,143
+169
+9% +$8.53K 0.07% 436
2024
Q1 		$98K Sell
1,974
-450
-19% -$19.7K 0.06% 552
2023
Q4 		$101K Sell
2,424
-2,299
-49% -$88.4K 0.07% 495
2023
Q3 		$169K Sell
4,723
-2,203
-32% -$72.2K 0.13% 168
2023
Q2 		$201K Buy
6,926
+2,328
+51% +$67.5K 0.15% 116
2023
Q1 		$140K Buy
4,598
+2,576
+127% +$85K 0.12% 223
2022
Q4 		$71K Buy
2,022
+673
+50% +$23.5K 0.06% 584
2022
Q3 		$42K Sell
1,349
-2,801
-67% -$111K 0.04% 763
2022
Q2 		$165K Sell
4,150
-810
-16% -$38.1K 0.13% 169
2022
Q1 		$233K Buy
4,960
+4,751
+2,273% +$217K 0.16% 107
2021
Q4 		$9K Buy
+209
New +$9.84K 0.01% 1074

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

Covestor's WRK Position: Q3 2024 in Review

Covestor sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 2,143 shares — an estimated $108K sold.

Covestor first reported a position in WRK in Q4 2021 and held it in 11 quarters. The position peaked at $233K in Q1 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Covestor reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Covestor sold 2,143 WestRock Company shares in Q3 2024, an estimated $108K.
  • Covestor first reported a position in WestRock Company in Q4 2021 and held it in 11 quarters.
  • Covestor's WestRock Company position peaked at $233K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.