FP
WRK

Financial Perspectives’s WestRock Company WRK Stock Holding History

Financial Perspectives’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
-224
Closed -$11.3K – 691
2024
Q2 		$11.3K Hold
224
– – ﹤0.01% 452
2024
Q1 		$11.1K Hold
224
– – ﹤0.01% 446
2023
Q4 		$9.3K Hold
224
– – ﹤0.01% 475
2023
Q3 		$8.02K Hold
224
– – ﹤0.01% 474
2023
Q2 		$6.51K Hold
224
– – ﹤0.01% 489
2023
Q1 		$6.83K Hold
224
– – ﹤0.01% 484
2022
Q4 		$7.88K Hold
224
– – ﹤0.01% 467
2022
Q3 		$6.92K Hold
224
– – ﹤0.01% 477
2022
Q2 		$8.92K Hold
224
– – 0.01% 456
2022
Q1 		$10.5K Hold
224
– – ﹤0.01% 453
2021
Q4 		$9.94K Hold
224
– – ﹤0.01% 443
2021
Q3 		$11.2K Hold
224
– – 0.01% 432
2021
Q2 		$11.9K Sell
224
-11,435
-98% -$640K 0.01% 452
2021
Q1 		$224K Buy
11,659
+11,435
+5,105% +$534K 0.01% 391
2020
Q4 		$9.75K Hold
224
– – 0.01% 409
2020
Q3 		$7.78K Hold
224
– – 0.01% 387
2020
Q2 		$6.33K Hold
224
– – ﹤0.01% 389
2020
Q1 		$6.33K Hold
224
– – 0.01% 364
2019
Q4 		$9.61K Buy
+224
New +$8.73K 0.01% 334

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 Perspectives's WRK Position: Q3 2024 in Review

Financial Perspectives sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 224 shares — an estimated $11.3K sold.

Financial Perspectives first reported a position in WRK in Q4 2019 and held it in 19 quarters. The position peaked at $224K in Q1 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Financial Perspectives reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Financial Perspectives sold 224 WestRock Company shares in Q3 2024, an estimated $11.3K.
  • Financial Perspectives first reported a position in WestRock Company in Q4 2019 and held it in 19 quarters.
  • Financial Perspectives's WestRock Company position peaked at $224K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Financial Perspectives's 13F filing for Q3 2024, filed 17 Oct 2024.