IWS
WRK

Insight Wealth Strategies’s WestRock Company WRK Stock Holding History

Insight Wealth Strategies’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
-40,414
Closed -$2.03M – 174
2024
Q2 		$2.03M Sell
40,414
-784
-2% -$39.6K 0.29% 87
2024
Q1 		$2.04M Sell
41,198
-1,607
-4% -$70.2K 0.3% 90
2023
Q4 		$1.78M Buy
42,805
+710
+2% +$27.3K 0.29% 83
2023
Q3 		$1.51M Buy
42,095
+5,115
+14% +$168K 0.29% 75
2023
Q2 		$1.08M Buy
36,980
+574
+2% +$16.7K 0.21% 90
2023
Q1 		$1.11M Buy
36,406
+4,346
+14% +$143K 0.22% 85
2022
Q4 		$1.13M Buy
32,060
+1,926
+6% +$67.1K 0.22% 82
2022
Q3 		$1.2M Hold
30,134
– – 0.22% 86
2022
Q2 		$1.2M Buy
30,134
+2,604
+9% +$122K 0.22% 86
2022
Q1 		$1.29M Buy
27,530
+4,677
+20% +$214K 0.19% 88
2021
Q4 		$1.01M Buy
22,853
+4,748
+26% +$223K 0.14% 97
2021
Q3 		$902K Buy
18,105
+1,652
+10% +$83.5K 0.13% 110
2021
Q2 		$876K Sell
16,453
-2,840
-15% -$159K 0.12% 112
2021
Q1 		$1M Buy
19,293
+11,354
+143% +$530K 0.13% 103
2020
Q4 		$346K Sell
7,939
-242
-3% -$9.99K 0.06% 147
2020
Q3 		$284K Buy
+8,181
New +$253K 0.05% 152

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

Insight Wealth Strategies's WRK Position: Q3 2024 in Review

Insight Wealth Strategies sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 40,414 shares — an estimated $2.03M sold.

Insight Wealth Strategies first reported a position in WRK in Q3 2020 and held it in 16 quarters. The position peaked at $2.04M in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Insight Wealth Strategies reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 40,414 WestRock Company shares in Q3 2024, an estimated $2.03M.
  • Insight Wealth Strategies first reported a position in WestRock Company in Q3 2020 and held it in 16 quarters.
  • Insight Wealth Strategies's WestRock Company position peaked at $2.04M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Insight Wealth Strategies's 13F filing for Q3 2024, filed 7 Oct 2024.