PWMG
WRK

Prestige Wealth Management Group’s WestRock Company WRK Stock Holding History

Prestige Wealth Management 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
-15
Closed -$754 – 1059
2024
Q2 		$754 Hold
15
– – ﹤0.01% 865
2024
Q1 		$742 Hold
15
– – ﹤0.01% 906
2023
Q4 		$623 Sell
15
-41
-73% -$1.58K ﹤0.01% 923
2023
Q3 		$2K Buy
+56
New +$1.84K ﹤0.01% 735
2023
Q1 		– Sell
-64
Closed -$2.25K – 1172
2022
Q4 		$2.25K Sell
64
-24
-27% -$837 ﹤0.01% 809
2022
Q3 		$3K Buy
88
+64
+267% +$2.53K ﹤0.01% 699
2022
Q2 		$1K Sell
24
-8
-25% -$376 ﹤0.01% 953
2022
Q1 		$1K Hold
32
– – ﹤0.01% 958
2021
Q4 		$1K Hold
32
– – ﹤0.01% 978
2021
Q3 		$1K Sell
32
-61
-66% -$3.08K ﹤0.01% 966
2021
Q2 		$5K Hold
93
– – ﹤0.01% 657
2021
Q1 		$4K Hold
93
– – ﹤0.01% 698
2020
Q4 		$4K Buy
93
+8
+9% +$330 ﹤0.01% 661
2020
Q3 		$3K Hold
85
– – ﹤0.01% 657
2020
Q2 		$2K Buy
85
+62
+270% +$1.76K ﹤0.01% 716
2020
Q1 		$1K Buy
+23
New +$827 ﹤0.01% 872
2019
Q1 		– Sell
-42
Closed -$2K – 1186
2018
Q4 		$2K Buy
+42
New +$1.85K ﹤0.01% 901

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

Prestige Wealth Management Group's WRK Position: Q3 2024 in Review

Prestige Wealth Management Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 15 shares — an estimated $754 sold.

Prestige Wealth Management Group first reported a position in WRK in Q4 2018 and held it in 17 quarters. The position peaked at $5K in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Prestige Wealth Management Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 15 WestRock Company shares in Q3 2024, an estimated $754.
  • Prestige Wealth Management Group first reported a position in WestRock Company in Q4 2018 and held it in 17 quarters.
  • Prestige Wealth Management Group's WestRock Company position peaked at $5K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Prestige Wealth Management Group's 13F filing for Q3 2024, filed 15 Nov 2024.