JTC Employer Solutions Trustee’s WestRock Company WRK Stock Holding History

JTC Employer Solutions Trustee’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	-25	Closed	-$1K	–	344
2024 Q2	$1K	Hold	25	–	–	﹤0.01%	328
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	337
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	343
2023 Q3	$1K	Hold	25	–	–	﹤0.01%	355
2023 Q2	$1K	Hold	25	–	–	﹤0.01%	363
2023 Q1	$1K	Hold	25	–	–	﹤0.01%	371
2022 Q4	$1K	Buy	+25	New	+$871	﹤0.01%	396

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

JTC Employer Solutions Trustee's WRK Position: Q3 2024 in Review

JTC Employer Solutions Trustee sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 25 shares — an estimated $1K sold.

JTC Employer Solutions Trustee first reported a position in WRK in Q4 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

JTC Employer Solutions Trustee reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
JTC Employer Solutions Trustee sold 25 WestRock Company shares in Q3 2024, an estimated $1K.
JTC Employer Solutions Trustee first reported a position in WestRock Company in Q4 2022 and held it in 7 quarters.
JTC Employer Solutions Trustee's WestRock Company position peaked at $1K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on JTC Employer Solutions Trustee's 13F filing for Q3 2024, filed 18 Oct 2024.