CFO
WRK

CVA Family Office’s WestRock Company WRK Stock Holding History

CVA Family Office’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
-1,466
Closed -$73.7K – 1367
2024
Q2 		$73.7K Buy
1,466
+21
+1% +$1.06K 0.01% 420
2024
Q1 		$71.5K Hold
1,445
– – 0.01% 419
2023
Q4 		$60K Buy
+1,445
New +$55.6K 0.01% 436
2023
Q3 		– Sell
-1,430
Closed -$41.6K – 1002
2023
Q2 		$41.6K Buy
1,430
+1,405
+5,620% +$40.8K 0.01% 491
2023
Q1 		$762 Sell
25
-285
-92% -$9.4K ﹤0.01% 922
2022
Q4 		$10.9K Buy
310
+185
+148% +$6.45K ﹤0.01% 645
2022
Q3 		$4K Sell
125
-725
-85% -$28.6K ﹤0.01% 759
2022
Q2 		$34K Buy
850
+85
+11% +$4K 0.01% 445
2022
Q1 		$36K Buy
765
+275
+56% +$12.6K 0.01% 463
2021
Q4 		$22K Buy
+490
New +$23.1K 0.01% 514
2021
Q3 		– Sell
-505
Closed -$27K – 924
2021
Q2 		$27K Buy
505
+240
+91% +$13.4K 0.01% 466
2021
Q1 		$14K Buy
+265
New +$12.4K 0.01% 486

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

CVA Family Office's WRK Position: Q3 2024 in Review

CVA Family Office sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 1,466 shares — an estimated $73.7K sold.

CVA Family Office first reported a position in WRK in Q1 2021 and held it in 12 quarters. The position peaked at $73.7K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • CVA Family Office reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • CVA Family Office sold 1,466 WestRock Company shares in Q3 2024, an estimated $73.7K.
  • CVA Family Office first reported a position in WestRock Company in Q1 2021 and held it in 12 quarters.
  • CVA Family Office's WestRock Company position peaked at $73.7K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.