PS
WRK

Principal Securities’s WestRock Company WRK Stock Holding History

Principal 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
-392
Closed -$19.7K – 3576
2024
Q2 		$19.7K Buy
392
+27
+7% +$1.36K ﹤0.01% 2070
2024
Q1 		$18K Sell
365
-19
-5% -$830 ﹤0.01% 2055
2023
Q4 		$15.9K Buy
+384
New +$14.8K ﹤0.01% 2047

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

Principal Securities's WRK Position: Q3 2024 in Review

Principal Securities sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 392 shares — an estimated $19.7K sold.

Principal Securities first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $19.7K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Principal Securities reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 392 WestRock Company shares in Q3 2024, an estimated $19.7K.
  • Principal Securities first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Principal Securities's WestRock Company position peaked at $19.7K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.