Sanctuary Wealth Management’s WestRock Company WRK Stock Holding History

Sanctuary Wealth Management’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	-131	Closed	-$6.58K	–	291
2024 Q2	$6.58K	Hold	131	–	–	0.01%	168
2024 Q1	$6.48K	Hold	131	–	–	0.01%	165
2023 Q4	$5.44K	Hold	131	–	–	0.01%	174
2023 Q3	$4.69K	Hold	131	–	–	0.01%	166
2023 Q2	$3.81K	Buy	+131	New	+$3.8K	﹤0.01%	175
2022 Q4	$4.61K	Buy	+131	New	+$4.57K	0.01%	161

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

Sanctuary Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 131 shares — an estimated $6.58K sold.

Sanctuary Wealth Management first reported a position in WRK in Q4 2022 and held it in 6 quarters. The position peaked at $6.58K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Sanctuary Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Sanctuary Wealth Management sold 131 WestRock Company shares in Q3 2024, an estimated $6.58K.
Sanctuary Wealth Management first reported a position in WestRock Company in Q4 2022 and held it in 6 quarters.
Sanctuary Wealth Management's WestRock Company position peaked at $6.58K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Sanctuary Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.