MA
WRK

MONECO Advisors’s WestRock Company WRK Stock Holding History

MONECO 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
-7,312
Closed -$368K – 454
2024
Q2 		$368K Sell
7,312
-205
-3% -$10.3K 0.05% 278
2024
Q1 		$372K Sell
7,517
-1,500
-17% -$65.5K 0.06% 278
2023
Q4 		$374K Hold
9,017
– – 0.07% 253
2023
Q3 		$323K Sell
9,017
-36
-0.4% -$1.18K 0.09% 242
2023
Q2 		$263K Sell
9,053
-30
-0.3% -$870 0.07% 274
2023
Q1 		$277K Buy
9,083
+188
+2% +$6.2K 0.08% 257
2022
Q4 		$313K Buy
8,895
+302
+4% +$10.5K 0.11% 190
2022
Q3 		$265K Sell
8,593
-180
-2% -$7.11K 0.11% 193
2022
Q2 		$350K Buy
8,773
+476
+6% +$22.4K 0.14% 156
2022
Q1 		$390K Buy
8,297
+57
+0.7% +$2.6K 0.14% 144
2021
Q4 		$380K Sell
8,240
-14
-0.2% -$659 0.14% 150
2021
Q3 		$411K Sell
8,254
-252
-3% -$12.7K 0.16% 136
2021
Q2 		$453K Buy
8,506
+6
+0.1% +$336 0.21% 114
2021
Q1 		$442K Sell
8,500
-498
-6% -$23.2K 0.21% 109
2020
Q4 		$422K Buy
8,998
+1,503
+20% +$62K 0.23% 99
2020
Q3 		$260K Buy
+7,495
New +$232K 0.17% 118

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 $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

MONECO Advisors's WRK Position: Q3 2024 in Review

MONECO Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 7,312 shares — an estimated $368K sold.

MONECO Advisors first reported a position in WRK in Q3 2020 and held it in 16 quarters. The position peaked at $453K in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • MONECO Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • MONECO Advisors sold 7,312 WestRock Company shares in Q3 2024, an estimated $368K.
  • MONECO Advisors first reported a position in WestRock Company in Q3 2020 and held it in 16 quarters.
  • MONECO Advisors's WestRock Company position peaked at $453K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on MONECO Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.