IAA
WRK

Independent Advisor Alliance’s WestRock Company WRK Stock Holding History

Independent Advisor Alliance’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
-9,173
Closed -$461K – 768
2024
Q2 		$461K Buy
9,173
+42
+0.5% +$2.12K 0.02% 482
2024
Q1 		$452K Buy
9,131
+42
+0.5% +$1.83K 0.02% 477
2023
Q4 		$377K Sell
9,089
-3
-0% -$115 0.01% 490
2023
Q3 		$326K Buy
9,092
+6
+0.1% +$197 0.01% 502
2023
Q2 		$264K Buy
9,086
+2,459
+37% +$71.3K 0.01% 554
2023
Q1 		$202K Buy
+6,627
New +$219K 0.01% 618
2022
Q1 		– Sell
-4,732
Closed -$210K – 749
2021
Q4 		$210K Buy
4,732
+102
+2% +$4.8K 0.01% 623
2021
Q3 		$231K Buy
4,630
+326
+8% +$16.5K 0.01% 558
2021
Q2 		$229K Sell
4,304
-1,874
-30% -$105K 0.01% 558
2021
Q1 		$322K Buy
6,178
+361
+6% +$16.8K 0.02% 472
2020
Q4 		$253K Sell
5,817
-1,550
-21% -$64K 0.02% 468
2020
Q3 		$256K Sell
7,367
-1,002
-12% -$31K 0.02% 415
2020
Q2 		$237K Buy
8,369
+370
+5% +$10.5K 0.03% 403
2020
Q1 		$226K Buy
+7,999
New +$288K 0.03% 337
2018
Q3 		– Sell
-6,527
Closed -$368K – 416
2018
Q2 		$368K Buy
6,527
+528
+9% +$32.4K 0.08% 214
2018
Q1 		$372K Buy
+5,999
New +$396K 0.08% 226

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

Independent Advisor Alliance's WRK Position: Q3 2024 in Review

Independent Advisor Alliance sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 9,173 shares — an estimated $461K sold.

Independent Advisor Alliance first reported a position in WRK in Q1 2018 and held it in 16 quarters. The position peaked at $461K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Independent Advisor Alliance reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,173 WestRock Company shares in Q3 2024, an estimated $461K.
  • Independent Advisor Alliance first reported a position in WestRock Company in Q1 2018 and held it in 16 quarters.
  • Independent Advisor Alliance's WestRock Company position peaked at $461K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.