Creative Planning’s WestRock Company WRK Stock Holding History

Creative Planning’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	-27,066	Closed	-$1.36M	–	3353
2024 Q2	$1.36M	Buy	27,066 +3,522	+15%	+$178K	﹤0.01%	1208
2024 Q1	$1.16M	Buy	23,544 +6,670	+40%	+$291K	﹤0.01%	1235
2023 Q4	$701K	Buy	16,874 +4,055	+32%	+$156K	﹤0.01%	1469
2023 Q3	$459K	Buy	12,819 +1,414	+12%	+$46.4K	﹤0.01%	1621
2023 Q2	$332K	Sell	11,405 -3,022	-21%	-$87.7K	﹤0.01%	1833
2023 Q1	$440K	Buy	14,427 +5,484	+61%	+$181K	﹤0.01%	1552
2022 Q4	$314K	Buy	+8,943	New	+$312K	﹤0.01%	1697
2022 Q3	–	Sell	-5,687	Closed	-$227K	–	2473
2022 Q2	$227K	Buy	5,687 +521	+10%	+$24.5K	﹤0.01%	1802
2022 Q1	$243K	Buy	5,166 +159	+3%	+$7.26K	﹤0.01%	1770
2021 Q4	$222K	Sell	5,007 -797	-14%	-$37.5K	﹤0.01%	1807
2021 Q3	$289K	Sell	5,804 -46	-0.8%	-$2.32K	﹤0.01%	1619
2021 Q2	$311K	Sell	5,850 -1,712	-23%	-$95.8K	﹤0.01%	1542
2021 Q1	$394K	Sell	7,562 -9	-0.1%	-$420	﹤0.01%	1601
2020 Q4	$330K	Sell	7,571 -2,687	-26%	-$111K	﹤0.01%	1560
2020 Q3	$356K	Sell	10,258 -11,569	-53%	-$357K	﹤0.01%	1317
2020 Q2	$617K	Buy	21,827 +9,873	+83%	+$281K	﹤0.01%	939
2020 Q1	$338K	Sell	11,954 -3,563	-23%	-$128K	﹤0.01%	1128
2019 Q4	$666K	Sell	15,517 -229	-1%	-$8.93K	﹤0.01%	970
2019 Q3	$574K	Buy	15,746 +3,043	+24%	+$109K	﹤0.01%	989
2019 Q2	$463K	Sell	12,703 -189	-1%	-$6.95K	﹤0.01%	1123
2019 Q1	$494K	Buy	12,892 +519	+4%	+$20.3K	﹤0.01%	1031
2018 Q4	$467K	Sell	12,373 -1,600	-11%	-$70.6K	﹤0.01%	1002
2018 Q3	$747K	Buy	13,973 +207	+2%	+$11.6K	﹤0.01%	883
2018 Q2	$785K	Buy	13,766 +393	+3%	+$24.1K	﹤0.01%	880
2018 Q1	$858K	Buy	13,373 +216	+2%	+$14.3K	﹤0.01%	816
2017 Q4	$832K	Sell	13,157 -118	-0.9%	-$7.16K	﹤0.01%	827
2017 Q3	$753K	Buy	13,275 +3,376	+34%	+$193K	﹤0.01%	843
2017 Q2	$561K	Sell	9,899 -1,222	-11%	-$66.3K	﹤0.01%	962
2017 Q1	$579K	Buy	11,121 +189	+2%	+$9.97K	﹤0.01%	913
2016 Q4	$555K	Sell	10,932 -1,279	-10%	-$62.9K	﹤0.01%	877
2016 Q3	$592K	Buy	12,211 +531	+5%	+$23.7K	﹤0.01%	808
2016 Q2	$454K	Sell	11,680 -1,277	-10%	-$47.9K	﹤0.01%	823
2016 Q1	$456K	Sell	12,957 -252	-2%	-$8.21K	﹤0.01%	787
2015 Q4	$543K	Buy	13,209 +5,763	+77%	+$262K	﹤0.01%	715
2015 Q3	$345K	Buy	+7,446	New	+$399K	﹤0.01%	903

Other funds holding WRK

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

HNB

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