DJSG
WRK

D.J. St. Germain’s WestRock Company WRK Stock Holding History

D.J. St. Germain’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
-127
Closed -$6.38K – 809
2024
Q2 		$6.38K Hold
127
– – ﹤0.01% 589
2024
Q1 		$6.28K Hold
127
– – ﹤0.01% 591
2023
Q4 		$5.27K Hold
127
– – ﹤0.01% 613
2023
Q3 		$4.55K Hold
127
– – ﹤0.01% 591
2023
Q2 		$3.69K Buy
+127
New +$3.69K ﹤0.01% 611
2022
Q4 		$4.46K Buy
+127
New +$4.43K ﹤0.01% 315

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

D.J. St. Germain's WRK Position: Q3 2024 in Review

D.J. St. Germain sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 127 shares — an estimated $6.38K sold.

D.J. St. Germain first reported a position in WRK in Q4 2022 and held it in 6 quarters. The position peaked at $6.38K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • D.J. St. Germain reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • D.J. St. Germain sold 127 WestRock Company shares in Q3 2024, an estimated $6.38K.
  • D.J. St. Germain first reported a position in WestRock Company in Q4 2022 and held it in 6 quarters.
  • D.J. St. Germain's WestRock Company position peaked at $6.38K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on D.J. St. Germain's 13F filing for Q3 2024, filed 18 Oct 2024.