HFM
WRK

Hartford Financial Management’s WestRock Company WRK Stock Holding History

Hartford Financial Management’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
-16,559
Closed -$832K – 409
2024
Q2 		$832K Sell
16,559
-423
-2% -$21.4K 0.18% 115
2024
Q1 		$840K Sell
16,982
-244
-1% -$10.7K 0.18% 114
2023
Q4 		$715K Sell
17,226
-991
-5% -$38.1K 0.16% 120
2023
Q3 		$652K Sell
18,217
-1,655
-8% -$54.3K 0.17% 122
2023
Q2 		$578K Sell
19,872
-34,185
-63% -$992K 0.14% 124
2023
Q1 		$1.65M Buy
54,057
+724
+1% +$23.9K 0.43% 80
2022
Q4 		$1.88M Sell
53,333
-1,281
-2% -$44.7K 0.5% 70
2022
Q3 		$1.69M Buy
54,614
+706
+1% +$27.9K 0.5% 71
2022
Q2 		$2.15M Sell
53,908
-1,252
-2% -$58.9K 0.6% 62
2022
Q1 		$2.59M Sell
55,160
-212
-0.4% -$9.69K 0.63% 61
2021
Q4 		$2.46M Buy
55,372
+539
+1% +$25.4K 0.57% 65
2021
Q3 		$2.73M Buy
54,833
+141
+0.3% +$7.12K 0.7% 56
2021
Q2 		$2.91M Sell
54,692
-1,989
-4% -$111K 0.72% 56
2021
Q1 		$2.95M Sell
56,681
-1,234
-2% -$57.6K 0.73% 51
2020
Q4 		$2.52M Sell
57,915
-1,959
-3% -$80.8K 0.67% 50
2020
Q3 		$2.08M Buy
59,874
+905
+2% +$28K 0.62% 58
2020
Q2 		$1.67M Buy
58,969
+14,058
+31% +$399K 0.53% 70
2020
Q1 		$1.27M Buy
44,911
+8,894
+25% +$320K 0.51% 67
2019
Q4 		$1.55M Buy
36,017
+1,308
+4% +$51K 0.48% 72
2019
Q3 		$1.26M Buy
34,709
+963
+3% +$34.4K 0.42% 80
2019
Q2 		$1.23M Buy
33,746
+2,813
+9% +$103K 0.41% 80
2019
Q1 		$1.19M Buy
30,933
+2,561
+9% +$100K 0.41% 85
2018
Q4 		$1.07M Buy
28,372
+5,357
+23% +$236K 0.41% 81
2018
Q3 		$1.23M Sell
23,015
-52
-0.2% -$2.91K 0.42% 82
2018
Q2 		$1.31M Sell
23,067
-73
-0.3% -$4.48K 0.47% 74
2018
Q1 		$1.48M Buy
23,140
+5
+0% +$330 0.75% 46
2017
Q4 		$1.46M Sell
23,135
-363
-2% -$22K 0.72% 52
2017
Q3 		$1.33M Sell
23,498
-655
-3% -$37.4K 0.68% 53
2017
Q2 		$1.37M Sell
24,153
-157
-0.6% -$8.51K 0.61% 52
2017
Q1 		$1.26M Buy
24,310
+5
+0% +$264 0.76% 46
2016
Q4 		$1.23M Sell
24,305
-46
-0.2% -$2.26K 0.73% 47
2016
Q3 		$1.18M Buy
24,351
+46
+0.2% +$2.05K 0.72% 48
2016
Q2 		$944K Sell
24,305
-3,054
-11% -$115K 0.57% 61
2016
Q1 		$962K Sell
27,359
-9,514
-26% -$310K 0.6% 58
2015
Q4 		$1.51M Buy
36,873
+151
+0.4% +$6.87K 0.95% 38
2015
Q3 		$1.7M Buy
+36,722
New +$1.97M 1.14% 34

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

Hartford Financial Management's WRK Position: Q3 2024 in Review

Hartford Financial Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 16,559 shares — an estimated $832K sold.

Hartford Financial Management first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $2.95M in Q1 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Hartford Financial Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Hartford Financial Management sold 16,559 WestRock Company shares in Q3 2024, an estimated $832K.
  • Hartford Financial Management first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
  • Hartford Financial Management's WestRock Company position peaked at $2.95M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Hartford Financial Management's 13F filing for Q3 2024, filed 28 Oct 2024.