NFSG
WRK

Newbridge Financial Services Group’s WestRock Company WRK Stock Holding History

Newbridge Financial Services Group’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
-8,956
Closed -$450K – 1147
2024
Q2 		$450K Buy
8,956
+8,046
+884% +$406K 0.17% 106
2024
Q1 		$45K Buy
910
+410
+82% +$17.9K 0.02% 412
2023
Q4 		$20.8K Hold
500
– – 0.01% 587
2023
Q3 		$17.9K Hold
500
– – 0.01% 667
2023
Q2 		$14.5K Hold
500
– – 0.01% 795
2023
Q1 		$15.2K Hold
500
– – 0.01% 802
2022
Q4 		$17.6K Hold
500
– – 0.01% 765
2022
Q3 		$15K Hold
500
– – 0.01% 788
2022
Q2 		$20K Buy
+500
New +$23.5K 0.01% 667
2022
Q1 		– Sell
-3
Closed – – 1595
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1567
2021
Q3 		$1K Hold
3
– – ﹤0.01% 1347
2021
Q2 		$0 Buy
+3
New +$168 ﹤0.01% 1528

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

Newbridge Financial Services Group's WRK Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 8,956 shares — an estimated $450K sold.

Newbridge Financial Services Group first reported a position in WRK in Q2 2021 and held it in 12 quarters. The position peaked at $450K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 8,956 WestRock Company shares in Q3 2024, an estimated $450K.
  • Newbridge Financial Services Group first reported a position in WestRock Company in Q2 2021 and held it in 12 quarters.
  • Newbridge Financial Services Group's WestRock Company position peaked at $450K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.