MIA
WRK

MeadowBrook Investment Advisors’s WestRock Company WRK Stock Holding History

MeadowBrook Investment Advisors’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
-234
Closed -$11.8K – 350
2024
Q2 		$11.8K Hold
234
– – 0.01% 233
2024
Q1 		$11.6K Hold
234
– – 0.01% 237
2023
Q4 		$9.72K Buy
+234
New +$9K 0.01% 247

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 $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

MeadowBrook Investment Advisors's WRK Position: Q3 2024 in Review

MeadowBrook Investment Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 234 shares — an estimated $11.8K sold.

MeadowBrook Investment Advisors first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $11.8K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • MeadowBrook Investment Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 234 WestRock Company shares in Q3 2024, an estimated $11.8K.
  • MeadowBrook Investment Advisors first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • MeadowBrook Investment Advisors's WestRock Company position peaked at $11.8K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.