NP
WRK

NorthRock Partners’s WestRock Company WRK Stock Holding History

NorthRock Partners’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
2022
Q1 		– Sell
-1,000
Closed -$44K – 377
2021
Q4 		$44K Hold
1,000
– – ﹤0.01% 329
2021
Q3 		$50K Hold
1,000
– – ﹤0.01% 277
2021
Q2 		$53K Hold
1,000
– – ﹤0.01% 251
2021
Q1 		$52K Hold
1,000
– – ﹤0.01% 227
2020
Q4 		$44K Buy
+1,000
New +$41.3K ﹤0.01% 228

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 $8.02B AUM 45.39% 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

NorthRock Partners's WRK Position: Q3 2024 in Review

NorthRock Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 6,088 shares — an estimated $306K sold.

NorthRock Partners first reported a position in WRK in Q4 2021 and held it in 5 quarters. The position peaked at $342K in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • NorthRock Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • NorthRock Partners sold 6,088 WestRock Company shares in Q3 2024, an estimated $306K.
  • NorthRock Partners first reported a position in WestRock Company in Q4 2021 and held it in 5 quarters.
  • NorthRock Partners's WestRock Company position peaked at $342K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on NorthRock Partners's 13F filing for Q3 2024, filed 30 Oct 2024.