PTC
WRK

Private Trust Company’s WestRock Company WRK Stock Holding History

Private Trust Company’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
-147
Closed -$7.39K – 2370
2024
Q2 		$7.39K Hold
147
– – ﹤0.01% 1791
2024
Q1 		$7.27K Hold
147
– – ﹤0.01% 1771
2023
Q4 		$6.1K Hold
147
– – ﹤0.01% 1842
2023
Q3 		$5.26K Hold
147
– – ﹤0.01% 1861
2023
Q2 		$4.27K Sell
147
-574
-80% -$16.7K ﹤0.01% 1924
2023
Q1 		$22K Buy
721
+465
+182% +$15.3K ﹤0.01% 1306
2022
Q4 		$9K Sell
256
-33
-11% -$1.15K ﹤0.01% 1614
2022
Q3 		$9K Hold
289
– – ﹤0.01% 1509
2022
Q2 		$12K Buy
+289
New +$13.6K ﹤0.01% 1433

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

Private Trust Company's WRK Position: Q3 2024 in Review

Private Trust Company sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 147 shares — an estimated $7.39K sold.

Private Trust Company first reported a position in WRK in Q2 2022 and held it in 9 quarters. The position peaked at $22K in Q1 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Private Trust Company reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Private Trust Company sold 147 WestRock Company shares in Q3 2024, an estimated $7.39K.
  • Private Trust Company first reported a position in WestRock Company in Q2 2022 and held it in 9 quarters.
  • Private Trust Company's WestRock Company position peaked at $22K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Private Trust Company's 13F filing for Q3 2024, filed 13 Nov 2024.