GFPC
WRK

Global Financial Private Client’s WestRock Company WRK Stock Holding History

Global Financial Private Client’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
-2
Closed -$101 – 827
2024
Q2 		$101 Hold
2
– – ﹤0.01% 675
2024
Q1 		$99 Hold
2
– – ﹤0.01% 694
2023
Q4 		$83 Hold
2
– – ﹤0.01% 683
2023
Q3 		$71 Hold
2
– – ﹤0.01% 678
2023
Q2 		$59 Hold
2
– – ﹤0.01% 668
2023
Q1 		$61 Hold
2
– – ﹤0.01% 683
2022
Q4 		$70 Hold
2
– – ﹤0.01% 675
2022
Q3 		$64 Hold
2
– – ﹤0.01% 650
2022
Q2 		$80 Hold
2
– – ﹤0.01% 651
2022
Q1 		$94 Hold
2
– – ﹤0.01% 649
2021
Q4 		$89 Hold
2
– – ﹤0.01% 641
2021
Q3 		$102 Hold
2
– – ﹤0.01% 595
2021
Q2 		$107 Hold
2
– – ﹤0.01% 596
2021
Q1 		$104 Hold
2
– – ﹤0.01% 568
2020
Q4 		$87 Hold
2
– – ﹤0.01% 555
2020
Q3 		$68 Hold
2
– – ﹤0.01% 463
2020
Q2 		$55 Hold
2
– – ﹤0.01% 504
2020
Q1 		$53 Hold
2
– – ﹤0.01% 525
2019
Q4 		$86 Buy
+2
New +$78 ﹤0.01% 536

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

Global Financial Private Client's WRK Position: Q3 2024 in Review

Global Financial Private Client sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 2 shares — an estimated $101 sold.

Global Financial Private Client first reported a position in WRK in Q4 2019 and held it in 19 quarters. The position peaked at $107 in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Global Financial Private Client reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Global Financial Private Client sold 2 WestRock Company shares in Q3 2024, an estimated $101.
  • Global Financial Private Client first reported a position in WestRock Company in Q4 2019 and held it in 19 quarters.
  • Global Financial Private Client's WestRock Company position peaked at $107 in Q2 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Global Financial Private Client's 13F filing for Q3 2024, filed 7 Oct 2024.