NS
WRK

NBC Securities’s WestRock Company WRK Stock Holding History

NBC Securities’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
-693
Closed -$34K – 2195
2024
Q2 		$34K Buy
693
+30
+5% +$1.51K ﹤0.01% 1261
2024
Q1 		$32K Sell
663
-102
-13% -$4.46K ﹤0.01% 1284
2023
Q4 		$31K Buy
765
+5
+0.7% +$192 ﹤0.01% 1295
2023
Q3 		$27K Buy
+760
New +$24.9K ﹤0.01% 1335

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

NBC Securities's WRK Position: Q3 2024 in Review

NBC Securities sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 693 shares — an estimated $34K sold.

NBC Securities first reported a position in WRK in Q3 2023 and held it in 4 quarters. The position peaked at $34K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • NBC Securities reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • NBC Securities sold 693 WestRock Company shares in Q3 2024, an estimated $34K.
  • NBC Securities first reported a position in WestRock Company in Q3 2023 and held it in 4 quarters.
  • NBC Securities's WestRock Company position peaked at $34K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on NBC Securities's 13F filing for Q3 2024, filed 15 Oct 2024.