HIA
WRK

Harbor Investment Advisory’s WestRock Company WRK Stock Holding History

Harbor Investment Advisory’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 – 1327
2024
Q2 		$101 Buy
+2
New +$101 ﹤0.01% 1257
2020
Q1 		– Sell
-5
Closed – – 1223
2019
Q4 		$0 Buy
+5
New +$195 ﹤0.01% 1008

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 $8.02B AUM 45.39% 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

Harbor Investment Advisory's WRK Position: Q3 2024 in Review

Harbor Investment Advisory sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 2 shares — an estimated $101 sold.

Harbor Investment Advisory first reported a position in WRK in Q4 2019 and held it in 2 quarters. The position peaked at $101 in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

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

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.