FCA
WRK

FinTrust Capital Advisors’s WestRock Company WRK Stock Holding History

FinTrust Capital 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
-126
Closed -$6.33K – 1459
2024
Q2 		$6.33K Buy
+126
New +$6.36K ﹤0.01% 991
2021
Q3 		– Sell
-563
Closed -$30K – 1229
2021
Q2 		$30K Hold
563
– – 0.01% 658
2021
Q1 		$29K Buy
+563
New +$26.3K 0.01% 630
2019
Q3 		– Sell
-500
Closed -$18K – 1104
2019
Q2 		$18K Sell
500
-594
-54% -$21.8K 0.01% 636
2019
Q1 		$42K Buy
1,094
+126
+13% +$4.93K 0.02% 428
2018
Q4 		$37K Buy
+968
New +$42.7K 0.02% 447

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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

FinTrust Capital Advisors's WRK Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 126 shares — an estimated $6.33K sold.

FinTrust Capital Advisors first reported a position in WRK in Q4 2018 and held it in 6 quarters. The position peaked at $42K in Q1 2019. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • FinTrust Capital Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 126 WestRock Company shares in Q3 2024, an estimated $6.33K.
  • FinTrust Capital Advisors first reported a position in WestRock Company in Q4 2018 and held it in 6 quarters.
  • FinTrust Capital Advisors's WestRock Company position peaked at $42K in Q1 2019.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.