GT
WRK

Greenleaf Trust’s WestRock Company WRK Stock Holding History

Greenleaf Trust’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
-4,721
Closed -$237K – 859
2024
Q2 		$237K Buy
4,721
+62
+1% +$3.13K ﹤0.01% 699
2024
Q1 		$230K Buy
+4,659
New +$204K ﹤0.01% 703
2023
Q4 		– Sell
-6,311
Closed -$226K – 803
2023
Q3 		$226K Buy
+6,311
New +$207K ﹤0.01% 671
2023
Q2 		– Sell
-7,504
Closed -$229K – 811
2023
Q1 		$229K Sell
7,504
-1,628
-18% -$53.7K ﹤0.01% 688
2022
Q4 		$321K Buy
9,132
+1,156
+14% +$40.3K ﹤0.01% 562
2022
Q3 		$246K Sell
7,976
-300
-4% -$11.9K ﹤0.01% 612
2022
Q2 		$330K Sell
8,276
-385
-4% -$18.1K 0.01% 520
2022
Q1 		$407K Buy
8,661
+221
+3% +$10.1K ﹤0.01% 484
2021
Q4 		$374K Buy
8,440
+1,168
+16% +$55K ﹤0.01% 524
2021
Q3 		$362K Sell
7,272
-7
-0.1% -$354 ﹤0.01% 514
2021
Q2 		$387K Buy
7,279
+314
+5% +$17.6K ﹤0.01% 480
2021
Q1 		$363K Buy
6,965
+43
+0.6% +$2.01K ﹤0.01% 479
2020
Q4 		$301K Buy
6,922
+318
+5% +$13.1K ﹤0.01% 455
2020
Q3 		$229K Sell
6,604
-888
-12% -$27.4K ﹤0.01% 479
2020
Q2 		$212K Buy
+7,492
New +$213K ﹤0.01% 495
2019
Q1 		– Sell
-5,349
Closed -$202K – 561
2018
Q4 		$202K Buy
5,349
+1,269
+31% +$56K ﹤0.01% 459
2018
Q3 		$218K Sell
4,080
-1,229
-23% -$68.9K ﹤0.01% 484
2018
Q2 		$303K Buy
5,309
+1,059
+25% +$65K 0.01% 370
2018
Q1 		$273K Buy
4,250
+3,957
+1,351% +$261K 0.01% 360
2017
Q4 		$19K Hold
293
– – ﹤0.01% 600
2017
Q3 		$17K Buy
+293
New +$16.7K ﹤0.01% 611

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

Greenleaf Trust's WRK Position: Q3 2024 in Review

Greenleaf Trust sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,721 shares — an estimated $237K sold.

Greenleaf Trust first reported a position in WRK in Q3 2017 and held it in 21 quarters. The position peaked at $407K in Q1 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Greenleaf Trust reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Greenleaf Trust sold 4,721 WestRock Company shares in Q3 2024, an estimated $237K.
  • Greenleaf Trust first reported a position in WestRock Company in Q3 2017 and held it in 21 quarters.
  • Greenleaf Trust's WestRock Company position peaked at $407K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Greenleaf Trust's 13F filing for Q3 2024, filed 22 Oct 2024.