CFD
WRK

Creative Financial Designs’s WestRock Company WRK Stock Holding History

Creative Financial Designs’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
-381
Closed -$19.1K – 1745
2024
Q2 		$19.1K Hold
381
– – ﹤0.01% 1006
2024
Q1 		$18.8K Sell
381
-252
-40% -$11K ﹤0.01% 985
2023
Q4 		$26.3K Hold
633
– – ﹤0.01% 843
2023
Q3 		$22.7K Buy
633
+300
+90% +$9.84K ﹤0.01% 824
2023
Q2 		$9.68K Hold
333
– – ﹤0.01% 1021
2023
Q1 		$10.1K Buy
+333
New +$11K ﹤0.01% 953
2021
Q3 		– Sell
-350
Closed -$19K – 1467
2021
Q2 		$19K Buy
+350
New +$19.6K ﹤0.01% 880
2019
Q1 		– Sell
-39
Closed -$1K – 658
2018
Q4 		$1K Hold
39
– – ﹤0.01% 564
2018
Q3 		$2K Buy
+39
New +$2.19K ﹤0.01% 665

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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Financial Designs's WRK Position: Q3 2024 in Review

Creative Financial Designs sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 381 shares — an estimated $19.1K sold.

Creative Financial Designs first reported a position in WRK in Q3 2018 and held it in 9 quarters. The position peaked at $26.3K in Q4 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Creative Financial Designs reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Creative Financial Designs sold 381 WestRock Company shares in Q3 2024, an estimated $19.1K.
  • Creative Financial Designs first reported a position in WestRock Company in Q3 2018 and held it in 9 quarters.
  • Creative Financial Designs's WestRock Company position peaked at $26.3K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.