MWM
WRK

Marion Wealth Management’s WestRock Company WRK Stock Holding History

Marion Wealth 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
-9,300
Closed -$467K – 128
2024
Q2 		$467K Hold
9,300
– – 0.14% 90
2024
Q1 		$460K Hold
9,300
– – 0.14% 90
2023
Q4 		$386K Hold
9,300
– – 0.12% 93
2023
Q3 		$333K Hold
9,300
– – 0.12% 95
2023
Q2 		$270K Hold
9,300
– – 0.1% 95
2023
Q1 		$283K Hold
9,300
– – 0.11% 92
2022
Q4 		$327K Hold
9,300
– – 0.14% 86
2022
Q3 		$287K Sell
9,300
-700
-7% -$27.7K 0.15% 89
2022
Q2 		$398K Hold
10,000
– – 0.21% 84
2022
Q1 		$470K Hold
10,000
– – 0.23% 79
2021
Q4 		$444K Buy
+10,000
New +$471K 0.21% 79

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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Marion Wealth Management's WRK Position: Q3 2024 in Review

Marion Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 9,300 shares — an estimated $467K sold.

Marion Wealth Management first reported a position in WRK in Q4 2021 and held it in 11 quarters. The position peaked at $470K in Q1 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Marion Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Marion Wealth Management sold 9,300 WestRock Company shares in Q3 2024, an estimated $467K.
  • Marion Wealth Management first reported a position in WestRock Company in Q4 2021 and held it in 11 quarters.
  • Marion Wealth Management's WestRock Company position peaked at $470K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Marion Wealth Management's 13F filing for Q3 2024, filed 7 Oct 2024.