JWA
WRK

JFS Wealth Advisors’s WestRock Company WRK Stock Holding History

JFS Wealth Advisors’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
-130
Closed -$6.53K – 2035
2024
Q2 		$6.53K Hold
130
– – ﹤0.01% 951
2024
Q1 		$6.43K Hold
130
– – ﹤0.01% 1001
2023
Q4 		$5.4K Hold
130
– – ﹤0.01% 1023
2023
Q3 		$4.65K Hold
130
– – ﹤0.01% 1013
2023
Q2 		$3.78K Sell
130
-22
-14% -$638 ﹤0.01% 1130
2023
Q1 		$4.63K Buy
152
+55
+57% +$1.81K ﹤0.01% 1017
2022
Q4 		$3.41K Buy
97
+89
+1,113% +$3.1K ﹤0.01% 1151
2022
Q3 		$0 Sell
8
-197
-96% -$7.78K ﹤0.01% 1965
2022
Q2 		$8K Buy
205
+79
+63% +$3.71K ﹤0.01% 852
2022
Q1 		$6K Buy
126
+75
+147% +$3.43K ﹤0.01% 1008
2021
Q4 		$2K Buy
+51
New +$2.4K ﹤0.01% 1211

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

JFS Wealth Advisors's WRK Position: Q3 2024 in Review

JFS Wealth Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 130 shares — an estimated $6.53K sold.

JFS Wealth Advisors first reported a position in WRK in Q4 2021 and held it in 11 quarters. The position peaked at $8K in Q2 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • JFS Wealth Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 130 WestRock Company shares in Q3 2024, an estimated $6.53K.
  • JFS Wealth Advisors first reported a position in WestRock Company in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's WestRock Company position peaked at $8K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.