Executive Wealth Management’s WestRock Company WRK Stock Holding History

Executive Wealth Management’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	-6,000	Closed	-$302K	–	273
2024 Q2	$302K	Hold	6,000	–	–	0.06%	99
2024 Q1	$296K	Hold	6,000	–	–	0.03%	198
2023 Q4	$249K	Hold	6,000	–	–	0.02%	188
2023 Q3	$215K	Sell	6,000 -3,000	-33%	-$98.4K	0.02%	187
2023 Q2	$262K	Hold	9,000	–	–	0.03%	169
2023 Q1	$274K	Buy	+9,000	New	+$297K	0.03%	163

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

Executive Wealth Management's WRK Position: Q3 2024 in Review

Executive Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 6,000 shares — an estimated $302K sold.

Executive Wealth Management first reported a position in WRK in Q1 2023 and held it in 6 quarters. The position peaked at $302K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Executive Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Executive Wealth Management sold 6,000 WestRock Company shares in Q3 2024, an estimated $302K.
Executive Wealth Management first reported a position in WestRock Company in Q1 2023 and held it in 6 quarters.
Executive Wealth Management's WestRock Company position peaked at $302K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Executive Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.