GWP
WRK

Gen-Wealth Partners’s WestRock Company WRK Stock Holding History

Gen-Wealth Partners’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
-955
Closed -$48K – 728
2024
Q2 		$48K Buy
955
+100
+12% +$5.05K 0.02% 373
2024
Q1 		$42.3K Buy
+855
New +$37.4K 0.02% 384

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

Gen-Wealth Partners's WRK Position: Q3 2024 in Review

Gen-Wealth Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 955 shares — an estimated $48K sold.

Gen-Wealth Partners first reported a position in WRK in Q1 2024 and held it in 2 quarters. The position peaked at $48K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Gen-Wealth Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 955 WestRock Company shares in Q3 2024, an estimated $48K.
  • Gen-Wealth Partners first reported a position in WestRock Company in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's WestRock Company position peaked at $48K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.