RJFSA
WRK

Raymond James Financial Services Advisors’s WestRock Company WRK Stock Holding History

Raymond James Financial Services Advisors’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
2020
Q4 		– Sell
-11,200
Closed -$2K – 3104
2020
Q3 		$2K Buy
+11,200
New +$346K ﹤0.01% 2872
2020
Q1 		– Sell
-14,200
Closed -$4K – 2897
2019
Q4 		$4K Sell
14,200
-6,800
-32% -$265K ﹤0.01% 2840
2019
Q3 		$4K Buy
+21,000
New +$750K ﹤0.01% 2795

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Raymond James Financial Services Advisors's WRK Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 14,880 shares — an estimated $748K sold.

Raymond James Financial Services Advisors first reported a position in WRK in Q4 2015 and held it in 34 quarters. The position peaked at $27.4M in Q4 2019. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 14,880 WestRock Company shares in Q3 2024, an estimated $748K.
  • Raymond James Financial Services Advisors first reported a position in WestRock Company in Q4 2015 and held it in 34 quarters.
  • Raymond James Financial Services Advisors's WestRock Company position peaked at $27.4M in Q4 2019.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.