MGO One Seven’s WestRock Company WRK Stock Holding History

MGO One Seven’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	-7,803	Closed	-$392K	–	1054
2024 Q2	$392K	Buy	+7,803	New	+$394K	0.02%	657
2022 Q2	–	Sell	-4,440	Closed	-$209K	–	724
2022 Q1	$209K	Buy	+4,440	New	+$203K	0.02%	606
2019 Q1	–	Sell	-174	Closed	-$6K	–	1729
2018 Q4	$6K	Buy	+174	New	+$7.68K	﹤0.01%	1332
2018 Q1	$12K	Buy	185 +20	+12%	+$1.32K	0.01%	1053
2017 Q4	$10K	Buy	+165	New	+$10K	﹤0.01%	1105

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MGO One Seven's WRK Position: Q3 2024 in Review

MGO One Seven sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 7,803 shares — an estimated $392K sold.

MGO One Seven first reported a position in WRK in Q4 2017 and held it in 5 quarters. The position peaked at $392K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

MGO One Seven reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
MGO One Seven sold 7,803 WestRock Company shares in Q3 2024, an estimated $392K.
MGO One Seven first reported a position in WestRock Company in Q4 2017 and held it in 5 quarters.
MGO One Seven's WestRock Company position peaked at $392K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on MGO One Seven's 13F filing for Q3 2024, filed 15 Oct 2024.