SFA
WRK

Sequoia Financial Advisors’s WestRock Company WRK Stock Holding History

Sequoia Financial 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
2024
Q3 		– Sell
-114,541
Closed -$5.76M – 1384
2024
Q2 		$5.76M Buy
114,541
+602
+0.5% +$30.4K 0.07% 177
2024
Q1 		$5.63M Buy
+113,939
New +$4.98M 0.07% 188

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

Sequoia Financial Advisors's WRK Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 114,541 shares — an estimated $5.76M sold.

Sequoia Financial Advisors first reported a position in WRK in Q1 2024 and held it in 2 quarters. The position peaked at $5.76M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Sequoia Financial Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 114,541 WestRock Company shares in Q3 2024, an estimated $5.76M.
  • Sequoia Financial Advisors first reported a position in WestRock Company in Q1 2024 and held it in 2 quarters.
  • Sequoia Financial Advisors's WestRock Company position peaked at $5.76M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.