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WRK

NewEdge Advisors’s WestRock Company WRK Stock Holding History

NewEdge 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
-1,329
Closed -$66.8K – 3998
2024
Q2 		$66.8K Buy
1,329
+79
+6% +$3.99K ﹤0.01% 2246
2024
Q1 		$61.8K Sell
1,250
-69
-5% -$3.02K ﹤0.01% 2243
2023
Q4 		$54.7K Sell
1,319
-25
-2% -$961 ﹤0.01% 2200
2023
Q3 		$48.1K Buy
1,344
+538
+67% +$17.6K ﹤0.01% 2110
2023
Q2 		$23.4K Hold
806
– – ﹤0.01% 2338
2023
Q1 		$24.6K Sell
806
-795
-50% -$26.2K ﹤0.01% 2262
2022
Q4 		$31.5K Buy
+1,601
New +$55.8K ﹤0.01% 1940
2022
Q1 		– Sell
-5,374
Closed -$238K – 1705
2021
Q4 		$238K Buy
+5,374
New +$253K ﹤0.01% 1440

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

NewEdge Advisors's WRK Position: Q3 2024 in Review

NewEdge Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 1,329 shares — an estimated $66.8K sold.

NewEdge Advisors first reported a position in WRK in Q4 2021 and held it in 8 quarters. The position peaked at $238K in Q4 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • NewEdge Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 1,329 WestRock Company shares in Q3 2024, an estimated $66.8K.
  • NewEdge Advisors first reported a position in WestRock Company in Q4 2021 and held it in 8 quarters.
  • NewEdge Advisors's WestRock Company position peaked at $238K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.