Jones Financial Companies
WRK

Jones Financial Companies’s WestRock Company WRK Stock Holding History

Jones Financial Companies’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
-335
Closed -$16.9K – 3134
2024
Q2 		$16.9K Buy
335
+132
+65% +$6.66K ﹤0.01% 1594
2024
Q1 		$10K Sell
203
-109
-35% -$4.76K ﹤0.01% 1063
2023
Q4 		$13K Hold
312
– – ﹤0.01% 645
2023
Q3 		$11.2K Buy
+312
New +$10.2K ﹤0.01% 474
2023
Q1 		– Sell
-42
Closed -$1K – 804
2022
Q4 		$1K Buy
+42
New +$1.46K ﹤0.01% 724
2022
Q1 		– Sell
-200
Closed -$9K – 863
2021
Q4 		$9K Hold
200
– – ﹤0.01% 572
2021
Q3 		$10K Hold
200
– – ﹤0.01% 508
2021
Q2 		$11K Sell
200
-849
-81% -$47.5K ﹤0.01% 469
2021
Q1 		$55K Buy
+1,049
New +$49K ﹤0.01% 342

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

Jones Financial Companies's WRK Position: Q3 2024 in Review

Jones Financial Companies sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 335 shares — an estimated $16.9K sold.

Jones Financial Companies first reported a position in WRK in Q1 2021 and held it in 9 quarters. The position peaked at $55K in Q1 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Jones Financial Companies reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 335 WestRock Company shares in Q3 2024, an estimated $16.9K.
  • Jones Financial Companies first reported a position in WestRock Company in Q1 2021 and held it in 9 quarters.
  • Jones Financial Companies's WestRock Company position peaked at $55K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.