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
2021
Q1 		– Sell
-16
Closed -$1K – 662
2020
Q4 		$1K Buy
+16
New +$660 ﹤0.01% 579

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 $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.