HGERS
WRK

Householder Group Estate & Retirement Specialist’s WestRock Company WRK Stock Holding History

Householder Group Estate & Retirement Specialist’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
-303
Closed -$15K – 1351
2024
Q2 		$15K Buy
303
+1
+0.3% +$50 ﹤0.01% 739
2024
Q1 		$14.9K Buy
302
+2
+0.7% +$87 ﹤0.01% 726
2023
Q4 		$12K Buy
300
+3
+1% +$115 ﹤0.01% 735
2023
Q3 		$10.7K Buy
+297
New +$9.74K ﹤0.01% 774
2023
Q1 		$9K Buy
292
+3
+1% +$99 ﹤0.01% 849
2022
Q4 		$10K Buy
289
+2
+0.7% +$70 0.01% 229
2022
Q3 		$8K Buy
+287
New +$11.3K ﹤0.01% 794

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $8.83B AUM 38.5% 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 $20.6B AUM 34.61% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WRK Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 303 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in WRK in Q3 2022 and held it in 7 quarters. The position peaked at $15K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 303 WestRock Company shares in Q3 2024, an estimated $15K.
  • Householder Group Estate & Retirement Specialist first reported a position in WestRock Company in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's WestRock Company position peaked at $15K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.