FFO
WRK

Fortitude Family Office’s WestRock Company WRK Stock Holding History

Fortitude Family Office’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
-107
Closed -$5.38K – 1293
2024
Q2 		$5.38K Hold
107
– – ﹤0.01% 566
2024
Q1 		$5.29K Hold
107
– – ﹤0.01% 581
2023
Q4 		$4.44K Buy
+107
New +$4.12K ﹤0.01% 712

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 $8.02B AUM 45.39% 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

Fortitude Family Office's WRK Position: Q3 2024 in Review

Fortitude Family Office sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 107 shares — an estimated $5.38K sold.

Fortitude Family Office first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $5.38K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Fortitude Family Office reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 107 WestRock Company shares in Q3 2024, an estimated $5.38K.
  • Fortitude Family Office first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Fortitude Family Office's WestRock Company position peaked at $5.38K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.