FFA
WRK

Farther Finance Advisors’s WestRock Company WRK Stock Holding History

Farther Finance 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
Q3 		– Sell
-3,958
Closed -$196K – 4163
2024
Q2 		$196K Buy
3,958
+14
+0.4% +$707 0.01% 838
2024
Q1 		$195K Buy
3,944
+197
+5% +$8.61K 0.01% 695
2023
Q4 		$156K Buy
3,747
+3,312
+761% +$127K 0.01% 640
2023
Q3 		$15.6K Buy
435
+100
+30% +$3.28K ﹤0.01% 1154
2023
Q2 		$9.74K Sell
335
-37
-10% -$1.07K ﹤0.01% 1207
2023
Q1 		$11.3K Buy
372
+45
+14% +$1.49K ﹤0.01% 1067
2022
Q4 		$11.5K Buy
+327
New +$11.4K ﹤0.01% 901

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

Farther Finance Advisors's WRK Position: Q3 2024 in Review

Farther Finance Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 3,958 shares — an estimated $196K sold.

Farther Finance Advisors first reported a position in WRK in Q4 2022 and held it in 7 quarters. The position peaked at $196K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Farther Finance Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 3,958 WestRock Company shares in Q3 2024, an estimated $196K.
  • Farther Finance Advisors first reported a position in WestRock Company in Q4 2022 and held it in 7 quarters.
  • Farther Finance Advisors's WestRock Company position peaked at $196K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Farther Finance Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.