HWM
WRK

HB Wealth Management’s WestRock Company WRK Stock Holding History

HB Wealth 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
-19,205
Closed -$965K – 1026
2024
Q2 		$965K Buy
19,205
+685
+4% +$34.6K 0.01% 373
2024
Q1 		$916K Buy
18,520
+6,316
+52% +$276K 0.01% 368
2023
Q4 		$507K Buy
12,204
+4,095
+50% +$157K 0.01% 458
2023
Q3 		$290K Sell
8,109
-534
-6% -$17.5K ﹤0.01% 578
2023
Q2 		$251K Buy
8,643
+1,975
+30% +$57.3K ﹤0.01% 597
2023
Q1 		$203K Buy
6,668
+947
+17% +$31.3K ﹤0.01% 672
2022
Q4 		$201K Buy
+5,721
New +$199K ﹤0.01% 650
2022
Q3 		– Sell
-10,107
Closed -$403K – 624
2022
Q2 		$403K Buy
+10,107
New +$475K 0.01% 380

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

HB Wealth Management's WRK Position: Q3 2024 in Review

HB Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 19,205 shares — an estimated $965K sold.

HB Wealth Management first reported a position in WRK in Q2 2022 and held it in 8 quarters. The position peaked at $965K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • HB Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • HB Wealth Management sold 19,205 WestRock Company shares in Q3 2024, an estimated $965K.
  • HB Wealth Management first reported a position in WestRock Company in Q2 2022 and held it in 8 quarters.
  • HB Wealth Management's WestRock Company position peaked at $965K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on HB Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.