Manchester Capital Management’s WestRock Company WRK Stock Holding History

Manchester Capital Management’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	-866	Closed	-$43.5K	–	1208
2024 Q2	$43.5K	Buy	866 +312	+56%	+$15.7K	0.01%	526
2024 Q1	$27.4K	Hold	554	–	–	﹤0.01%	527
2023 Q4	$23K	Buy	554 +54	+11%	+$2.08K	﹤0.01%	518
2023 Q3	$17.9K	Hold	500	–	–	﹤0.01%	538
2023 Q2	$14.5K	Buy	+500	New	+$14.5K	﹤0.01%	525

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

Manchester Capital Management's WRK Position: Q3 2024 in Review

Manchester Capital Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 866 shares — an estimated $43.5K sold.

Manchester Capital Management first reported a position in WRK in Q2 2023 and held it in 5 quarters. The position peaked at $43.5K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Manchester Capital Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Manchester Capital Management sold 866 WestRock Company shares in Q3 2024, an estimated $43.5K.
Manchester Capital Management first reported a position in WestRock Company in Q2 2023 and held it in 5 quarters.
Manchester Capital Management's WestRock Company position peaked at $43.5K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Manchester Capital Management's 13F filing for Q3 2024, filed 5 Nov 2024.