FMP
WRK

Financial Management Professionals’s WestRock Company WRK Stock Holding History

Financial Management Professionals’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
-46
Closed -$2K – 1069
2024
Q2 		$2K Hold
46
– – ﹤0.01% 736
2024
Q1 		$2K Hold
46
– – ﹤0.01% 797
2023
Q4 		$2K Sell
46
-835
-95% -$32.1K ﹤0.01% 792
2023
Q3 		$32K Buy
881
+835
+1,815% +$27.4K 0.01% 302
2023
Q2 		$1K Hold
46
– – ﹤0.01% 896
2023
Q1 		$1K Hold
46
– – ﹤0.01% 976
2022
Q4 		$2K Hold
46
– – ﹤0.01% 784
2022
Q3 		$1K Hold
46
– – ﹤0.01% 897
2022
Q2 		$2K Sell
46
-47
-51% -$2.21K ﹤0.01% 793
2022
Q1 		$4K Sell
93
-13
-12% -$594 ﹤0.01% 689
2021
Q4 		$5K Sell
106
-17
-14% -$800 ﹤0.01% 605
2021
Q3 		$6K Buy
123
+17
+16% +$859 ﹤0.01% 578
2021
Q2 		$6K Hold
106
– – ﹤0.01% 501
2021
Q1 		$6K Hold
106
– – ﹤0.01% 461
2020
Q4 		$5K Hold
106
– – ﹤0.01% 458
2020
Q3 		$4K Hold
106
– – ﹤0.01% 443
2020
Q2 		$3K Buy
+106
New +$3.01K ﹤0.01% 473

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

Financial Management Professionals's WRK Position: Q3 2024 in Review

Financial Management Professionals sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 46 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in WRK in Q2 2020 and held it in 17 quarters. The position peaked at $32K in Q3 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Financial Management Professionals reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Financial Management Professionals sold 46 WestRock Company shares in Q3 2024, an estimated $2K.
  • Financial Management Professionals first reported a position in WestRock Company in Q2 2020 and held it in 17 quarters.
  • Financial Management Professionals's WestRock Company position peaked at $32K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Financial Management Professionals's 13F filing for Q3 2024, filed 24 Oct 2024.