GWMR
WRK

GC Wealth Management RIA’s WestRock Company WRK Stock Holding History

GC Wealth Management RIA’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
-7,736
Closed -$389K – 308
2024
Q2 		$389K Sell
7,736
-33,524
-81% -$1.69M 0.08% 196
2024
Q1 		$2.04M Sell
41,260
-10,315
-20% -$451K 0.41% 49
2023
Q4 		$2.14M Buy
+51,575
New +$1.98M 0.96% 23

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

GC Wealth Management RIA's WRK Position: Q3 2024 in Review

GC Wealth Management RIA sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 7,736 shares — an estimated $389K sold.

GC Wealth Management RIA first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $2.14M in Q4 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • GC Wealth Management RIA reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • GC Wealth Management RIA sold 7,736 WestRock Company shares in Q3 2024, an estimated $389K.
  • GC Wealth Management RIA first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • GC Wealth Management RIA's WestRock Company position peaked at $2.14M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on GC Wealth Management RIA's 13F filing for Q3 2024, filed 4 Nov 2024.