KAS
WRK

Kestra Advisory Services’s WestRock Company WRK Stock Holding History

Kestra Advisory Services’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
-9,684
Closed -$487K – 2772
2024
Q2 		$487K Buy
9,684
+1,344
+16% +$67.8K ﹤0.01% 1792
2024
Q1 		$412K Buy
+8,340
New +$364K ﹤0.01% 1787
2023
Q1 		– Sell
-9,605
Closed -$338K – 2336
2022
Q4 		$338K Buy
9,605
+1,454
+18% +$50.7K ﹤0.01% 1656
2022
Q3 		$252K Sell
8,151
-4,251
-34% -$168K ﹤0.01% 1710
2022
Q2 		$494K Buy
12,402
+1,659
+15% +$78K 0.01% 1336
2022
Q1 		$505K Buy
10,743
+582
+6% +$26.6K 0.01% 1294
2021
Q4 		$451K Sell
10,161
-29,196
-74% -$1.37M ﹤0.01% 1375
2021
Q3 		$1.96M Sell
39,357
-1,742
-4% -$88K 0.02% 721
2021
Q2 		$2.19M Buy
41,099
+630
+2% +$35.3K 0.02% 617
2021
Q1 		$2.11M Sell
40,469
-15,695
-28% -$733K 0.03% 579
2020
Q4 		$2.44M Buy
56,164
+3,579
+7% +$148K 0.03% 533
2020
Q3 		$1.83M Buy
+52,585
New +$1.62M 0.03% 452

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

Kestra Advisory Services's WRK Position: Q3 2024 in Review

Kestra Advisory Services sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 9,684 shares — an estimated $487K sold.

Kestra Advisory Services first reported a position in WRK in Q3 2020 and held it in 12 quarters. The position peaked at $2.44M in Q4 2020. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Kestra Advisory Services reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 9,684 WestRock Company shares in Q3 2024, an estimated $487K.
  • Kestra Advisory Services first reported a position in WestRock Company in Q3 2020 and held it in 12 quarters.
  • Kestra Advisory Services's WestRock Company position peaked at $2.44M in Q4 2020.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Kestra Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.