IFWM
WRK

Institute for Wealth Management’s WestRock Company WRK Stock Holding History

Institute for 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
-4,465
Closed -$224K – 559
2024
Q2 		$224K Hold
4,465
– – 0.03% 449
2024
Q1 		$221K Buy
+4,465
New +$195K 0.03% 462
2023
Q1 		– Sell
-5,771
Closed -$203K – 473
2022
Q4 		$203K Buy
+5,771
New +$201K 0.04% 431
2022
Q3 		– Sell
-14,971
Closed -$596K – 536
2022
Q2 		$596K Hold
14,971
– – 0.12% 227
2022
Q1 		$704K Buy
14,971
+9,335
+166% +$426K 0.11% 224
2021
Q4 		$250K Sell
5,636
-120
-2% -$5.65K 0.04% 417
2021
Q3 		$287K Hold
5,756
– – 0.05% 390
2021
Q2 		$306K Sell
5,756
-429
-7% -$24K 0.05% 372
2021
Q1 		$322K Sell
6,185
-413
-6% -$19.3K 0.06% 347
2020
Q4 		$287K Sell
6,598
-376
-5% -$15.5K 0.06% 357
2020
Q3 		$242K Buy
+6,974
New +$215K 0.06% 364
2020
Q2 		– Sell
-7,116
Closed -$201K – 446
2020
Q1 		$201K Buy
7,116
+125
+2% +$4.49K 0.06% 372
2019
Q4 		$300K Sell
6,991
-302
-4% -$11.8K 0.07% 348
2019
Q3 		$266K Sell
7,293
-118
-2% -$4.21K 0.07% 347
2019
Q2 		$270K Buy
7,411
+575
+8% +$21.1K 0.06% 376
2019
Q1 		$262K Buy
6,836
+1,160
+20% +$45.4K 0.06% 362
2018
Q4 		$214K Buy
+5,676
New +$250K 0.09% 236

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

Institute for Wealth Management's WRK Position: Q3 2024 in Review

Institute for Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,465 shares — an estimated $224K sold.

Institute for Wealth Management first reported a position in WRK in Q4 2018 and held it in 17 quarters. The position peaked at $704K in Q1 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Institute for Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 4,465 WestRock Company shares in Q3 2024, an estimated $224K.
  • Institute for Wealth Management first reported a position in WestRock Company in Q4 2018 and held it in 17 quarters.
  • Institute for Wealth Management's WestRock Company position peaked at $704K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Institute for Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.