Laurie J. Hall Trustee’s WestRock Company WRK Stock Holding History

Laurie J. Hall 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	-225	Closed	-$11K	–	267
2024 Q2	$11K	Hold	225	–	–	﹤0.01%	228
2024 Q1	$11K	Hold	225	–	–	﹤0.01%	233
2023 Q4	$9K	Hold	225	–	–	﹤0.01%	236
2023 Q3	$8K	Hold	225	–	–	﹤0.01%	239
2023 Q2	$7K	Hold	225	–	–	﹤0.01%	241
2023 Q1	$7K	Hold	225	–	–	﹤0.01%	235
2022 Q4	$8K	Hold	225	–	–	﹤0.01%	241
2022 Q3	$7K	Hold	225	–	–	﹤0.01%	270
2022 Q2	$9K	Hold	225	–	–	﹤0.01%	273
2022 Q1	$11K	Hold	225	–	–	﹤0.01%	271
2021 Q4	$10K	Hold	225	–	–	﹤0.01%	276
2021 Q3	$11K	Hold	225	–	–	﹤0.01%	275
2021 Q2	$12K	Hold	225	–	–	﹤0.01%	281
2021 Q1	$12K	Hold	225	–	–	﹤0.01%	284
2020 Q4	$10K	Hold	225	–	–	﹤0.01%	281
2020 Q3	$8K	Buy	+225	New	+$6.95K	﹤0.01%	278
2019 Q4	$10K	Hold	225	–	–	﹤0.01%	279
2019 Q3	$8K	Hold	225	–	–	﹤0.01%	269
2019 Q2	$8K	Hold	225	–	–	﹤0.01%	278
2019 Q1	$9K	Hold	225	–	–	﹤0.01%	279
2018 Q4	$9K	Hold	225	–	–	0.01%	279
2018 Q3	$12K	Hold	225	–	–	0.01%	284
2018 Q2	$13K	Hold	225	–	–	0.01%	280
2018 Q1	$14K	Buy	+225	New	+$14.9K	0.01%	270

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

Laurie J. Hall Trustee's WRK Position: Q3 2024 in Review

Laurie J. Hall Trustee sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 225 shares — an estimated $11K sold.

Laurie J. Hall Trustee first reported a position in WRK in Q1 2018 and held it in 24 quarters. The position peaked at $14K in Q1 2018. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Laurie J. Hall Trustee reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Laurie J. Hall Trustee sold 225 WestRock Company shares in Q3 2024, an estimated $11K.
Laurie J. Hall Trustee first reported a position in WestRock Company in Q1 2018 and held it in 24 quarters.
Laurie J. Hall Trustee's WestRock Company position peaked at $14K in Q1 2018.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2024, filed 8 Oct 2024.