PWMG
WRK

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

Private 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
-37
Closed -$1.86K – 1563
2024
Q2 		$1.86K Hold
37
– – ﹤0.01% 1075
2024
Q1 		$1.83K Buy
37
+2
+6% +$87 ﹤0.01% 1015
2023
Q4 		$1.45K Buy
+35
New +$1.35K ﹤0.01% 1118

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

Private Wealth Management Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 37 shares — an estimated $1.86K sold.

Private Wealth Management Group first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $1.86K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Private Wealth Management Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 37 WestRock Company shares in Q3 2024, an estimated $1.86K.
  • Private Wealth Management Group first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Private Wealth Management Group's WestRock Company position peaked at $1.86K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Private Wealth Management Group's 13F filing for Q3 2024, filed 29 Oct 2024.