EverSource Wealth Advisors’s WestRock Company WRK Stock Holding History

EverSource Wealth Advisors’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 Q2	–	Sell	-4,308	Closed	-$207K	–	3167
2024 Q1	$207K	Buy	4,308 +32	+0.7%	+$1.4K	0.02%	477
2023 Q4	$178K	Sell	4,276 -309	-7%	-$11.9K	0.02%	467
2023 Q3	$164K	Sell	4,585 -90	-2%	-$2.95K	0.02%	441
2023 Q2	$136K	Buy	4,675 +3	+0.1%	+$87	0.02%	479
2023 Q1	$142K	Buy	4,672 +26	+0.6%	+$858	0.02%	451
2022 Q4	$163K	Sell	4,646 -8,420	-64%	-$294K	0.02%	381
2022 Q3	$403K	Buy	13,066 +12,971	+13,654%	+$512K	0.09%	199
2022 Q2	$4K	Sell	95 -1	-1%	-$47	﹤0.01%	1364
2022 Q1	$4K	Buy	96 +48	+100%	+$2.19K	﹤0.01%	1376
2021 Q4	$2K	Buy	+48	New	+$2.26K	﹤0.01%	1655

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EverSource Wealth Advisors's WRK Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of WestRock Company (WRK) in Q2 2024, closing a stake of 4,308 shares — an estimated $207K sold.

EverSource Wealth Advisors first reported a position in WRK in Q4 2021 and held it in 10 quarters. The position peaked at $403K in Q3 2022. 588 funds tracked by Wall St. Rank hold WRK as of Q2 2024.

EverSource Wealth Advisors reported no remaining WestRock Company position as of Q2 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 4,308 WestRock Company shares in Q2 2024, an estimated $207K.
EverSource Wealth Advisors first reported a position in WestRock Company in Q4 2021 and held it in 10 quarters.
EverSource Wealth Advisors's WestRock Company position peaked at $403K in Q3 2022.
588 funds tracked by Wall St. Rank held WestRock Company as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.