FFM
WRK

Forum Financial Management’s WestRock Company WRK Stock Holding History

Forum Financial Management’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
-5,264
Closed -$265K – 787
2024
Q2 		$265K Hold
5,264
– – ﹤0.01% 533
2024
Q1 		$260K Hold
5,264
– – ﹤0.01% 563
2023
Q4 		$219K Buy
+5,264
New +$202K ﹤0.01% 601
2022
Q3 		– Sell
-5,292
Closed -$211K – 609
2022
Q2 		$211K Sell
5,292
-2,118
-29% -$99.6K 0.01% 501
2022
Q1 		$348K Buy
7,410
+663
+10% +$30.3K 0.02% 333
2021
Q4 		$299K Buy
+6,747
New +$318K 0.02% 426

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

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

Forum Financial Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 5,264 shares — an estimated $265K sold.

Forum Financial Management first reported a position in WRK in Q4 2021 and held it in 6 quarters. The position peaked at $348K in Q1 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Forum Financial Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Forum Financial Management sold 5,264 WestRock Company shares in Q3 2024, an estimated $265K.
  • Forum Financial Management first reported a position in WestRock Company in Q4 2021 and held it in 6 quarters.
  • Forum Financial Management's WestRock Company position peaked at $348K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Forum Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.