LCGC
WRK

Legacy Capital Group California’s WestRock Company WRK Stock Holding History

Legacy Capital Group California’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
-4,886
Closed -$246K – 360
2024
Q2 		$246K Buy
4,886
+33
+0.7% +$1.67K 0.09% 267
2024
Q1 		$240K Buy
4,853
+26
+0.5% +$1.14K 0.09% 265
2023
Q4 		$200K Buy
+4,827
New +$186K 0.08% 269

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

Legacy Capital Group California's WRK Position: Q3 2024 in Review

Legacy Capital Group California sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,886 shares — an estimated $246K sold.

Legacy Capital Group California first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $246K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Legacy Capital Group California reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 4,886 WestRock Company shares in Q3 2024, an estimated $246K.
  • Legacy Capital Group California first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Legacy Capital Group California's WestRock Company position peaked at $246K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.