FTDI
WRK

First Trust Direct Indexing’s WestRock Company WRK Stock Holding History

First Trust Direct Indexing’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
-9,888
Closed -$497K – 1012
2024
Q2 		$497K Buy
9,888
+918
+10% +$46.3K 0.03% 507
2024
Q1 		$444K Buy
8,970
+423
+5% +$18.5K 0.03% 499
2023
Q4 		$355K Buy
8,547
+705
+9% +$27.1K 0.03% 535
2023
Q3 		$281K Sell
7,842
-126
-2% -$4.13K 0.03% 536
2023
Q2 		$232K Buy
+7,968
New +$231K 0.03% 618
2021
Q1 		– Sell
-375
Closed -$16K – 1036
2020
Q4 		$16K Buy
+375
New +$15.5K ﹤0.01% 879

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 $4.82B AUM 20.19% 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

First Trust Direct Indexing's WRK Position: Q3 2024 in Review

First Trust Direct Indexing sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 9,888 shares — an estimated $497K sold.

First Trust Direct Indexing first reported a position in WRK in Q4 2020 and held it in 6 quarters. The position peaked at $497K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • First Trust Direct Indexing reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,888 WestRock Company shares in Q3 2024, an estimated $497K.
  • First Trust Direct Indexing first reported a position in WestRock Company in Q4 2020 and held it in 6 quarters.
  • First Trust Direct Indexing's WestRock Company position peaked at $497K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on First Trust Direct Indexing's 13F filing for Q3 2024, filed 25 Oct 2024.