SAM
WRK

Smartleaf Asset Management’s WestRock Company WRK Stock Holding History

Smartleaf Asset 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
-1,042
Closed -$51.8K – 3017
2024
Q2 		$51.8K Sell
1,042
-4
-0.4% -$202 0.01% 733
2024
Q1 		$51.5K Buy
1,046
+901
+621% +$39.4K 0.01% 670
2023
Q4 		$6.11K Buy
+145
New +$5.58K ﹤0.01% 830

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

Smartleaf Asset Management's WRK Position: Q3 2024 in Review

Smartleaf Asset Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 1,042 shares — an estimated $51.8K sold.

Smartleaf Asset Management first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $51.8K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Smartleaf Asset Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 1,042 WestRock Company shares in Q3 2024, an estimated $51.8K.
  • Smartleaf Asset Management first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Smartleaf Asset Management's WestRock Company position peaked at $51.8K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Smartleaf Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.