DPW
WRK

DiNuzzo Private Wealth’s WestRock Company WRK Stock Holding History

DiNuzzo Private Wealth’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
-26
Closed -$1.31K – 1479
2024
Q2 		$1.31K Hold
26
– – ﹤0.01% 687
2024
Q1 		$1.29K Hold
26
– – ﹤0.01% 637
2023
Q4 		$1.08K Buy
+26
New +$1K ﹤0.01% 670

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

DiNuzzo Private Wealth's WRK Position: Q3 2024 in Review

DiNuzzo Private Wealth sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 26 shares — an estimated $1.31K sold.

DiNuzzo Private Wealth first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $1.31K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • DiNuzzo Private Wealth reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 26 WestRock Company shares in Q3 2024, an estimated $1.31K.
  • DiNuzzo Private Wealth first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • DiNuzzo Private Wealth's WestRock Company position peaked at $1.31K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2024, filed 17 Oct 2024.