MCM
WRK

MV Capital Management’s WestRock Company WRK Stock Holding History

MV 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
-80
Closed -$4.02K – 1093
2024
Q2 		$4.02K Buy
80
+1
+1% +$50 ﹤0.01% 620
2024
Q1 		$3.91K Hold
79
– – ﹤0.01% 624
2023
Q4 		$3.28K Hold
79
– – ﹤0.01% 625
2023
Q3 		$2.83K Buy
79
+10
+14% +$328 ﹤0.01% 626
2023
Q2 		$2.01K Sell
69
-5
-7% -$145 ﹤0.01% 636
2023
Q1 		$2.25K Sell
74
-58
-44% -$1.91K ﹤0.01% 637
2022
Q4 		$4.64K Sell
132
-34
-20% -$1.19K ﹤0.01% 563
2022
Q3 		$5K Buy
166
+57
+52% +$2.25K ﹤0.01% 559
2022
Q2 		$4K Buy
109
+68
+166% +$3.2K ﹤0.01% 590
2022
Q1 		$2K Buy
41
+5
+14% +$228 ﹤0.01% 664
2021
Q4 		$2K Sell
36
-56
-61% -$2.63K ﹤0.01% 668
2021
Q3 		$5K Buy
92
+35
+61% +$1.77K ﹤0.01% 607
2021
Q2 		$3K Buy
57
+44
+338% +$2.46K ﹤0.01% 610
2021
Q1 		$1K Buy
+13
New +$607 ﹤0.01% 450

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

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

MV Capital Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 80 shares — an estimated $4.02K sold.

MV Capital Management first reported a position in WRK in Q1 2021 and held it in 14 quarters. The position peaked at $5K in Q3 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • MV Capital Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • MV Capital Management sold 80 WestRock Company shares in Q3 2024, an estimated $4.02K.
  • MV Capital Management first reported a position in WestRock Company in Q1 2021 and held it in 14 quarters.
  • MV Capital Management's WestRock Company position peaked at $5K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on MV Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.