KFI
WRK

Key Financial Inc’s WestRock Company WRK Stock Holding History

Key Financial Inc’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
-117
Closed -$5.88K – 1368
2024
Q2 		$5.88K Hold
117
– – ﹤0.01% 919
2024
Q1 		$5.79K Hold
117
– – ﹤0.01% 899
2023
Q4 		$4.86K Hold
117
– – ﹤0.01% 942
2023
Q3 		$4.19K Hold
117
– – ﹤0.01% 964
2023
Q2 		$3.4K Hold
117
– – ﹤0.01% 1077
2023
Q1 		$3.56K Hold
117
– – ﹤0.01% 869
2022
Q4 		$3.61K Hold
117
– – ﹤0.01% 849
2022
Q3 		$4K Hold
117
– – ﹤0.01% 859
2022
Q2 		$5K Hold
117
– – ﹤0.01% 820
2022
Q1 		$6K Hold
117
– – ﹤0.01% 772
2021
Q4 		$5K Hold
117
– – ﹤0.01% 732
2021
Q3 		$6K Buy
+117
New +$5.91K ﹤0.01% 687

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

Key Financial Inc's WRK Position: Q3 2024 in Review

Key Financial Inc sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 117 shares — an estimated $5.88K sold.

Key Financial Inc first reported a position in WRK in Q3 2021 and held it in 12 quarters. The position peaked at $6K in Q1 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Key Financial Inc reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Key Financial Inc sold 117 WestRock Company shares in Q3 2024, an estimated $5.88K.
  • Key Financial Inc first reported a position in WestRock Company in Q3 2021 and held it in 12 quarters.
  • Key Financial Inc's WestRock Company position peaked at $6K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Key Financial Inc's 13F filing for Q3 2024, filed 29 Oct 2024.