SWA
WRK

SOA Wealth Advisors’s WestRock Company WRK Stock Holding History

SOA Wealth 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
-33
Closed -$1.65K – 864
2024
Q2 		$1.65K Sell
33
-2
-6% -$101 ﹤0.01% 689
2024
Q1 		$1.72K Hold
35
– – ﹤0.01% 725
2023
Q4 		$1.44K Hold
35
– – ﹤0.01% 727
2023
Q3 		$1.24K Hold
35
– – ﹤0.01% 751
2023
Q2 		$1.01K Hold
35
– – ﹤0.01% 781
2023
Q1 		$1.05K Buy
35
+1
+3% +$33 ﹤0.01% 785
2022
Q4 		$1.21K Sell
34
-4
-11% -$139 ﹤0.01% 782
2022
Q3 		$1K Sell
38
-10
-21% -$395 ﹤0.01% 807
2022
Q2 		$1K Sell
48
-752
-94% -$35.4K ﹤0.01% 794
2022
Q1 		$37K Buy
800
+1
+0.1% +$46 0.01% 354
2021
Q4 		$35K Hold
799
– – 0.01% 356
2021
Q3 		$39K Sell
799
-3
-0.4% -$152 0.01% 340
2021
Q2 		$42K Buy
802
+214
+36% +$12K 0.01% 329
2021
Q1 		$30K Buy
588
+143
+32% +$6.67K 0.01% 334
2020
Q4 		$19K Buy
+445
New +$18.4K 0.01% 420

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

SOA Wealth Advisors's WRK Position: Q3 2024 in Review

SOA Wealth Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 33 shares — an estimated $1.65K sold.

SOA Wealth Advisors first reported a position in WRK in Q4 2020 and held it in 15 quarters. The position peaked at $42K in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • SOA Wealth Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 33 WestRock Company shares in Q3 2024, an estimated $1.65K.
  • SOA Wealth Advisors first reported a position in WestRock Company in Q4 2020 and held it in 15 quarters.
  • SOA Wealth Advisors's WestRock Company position peaked at $42K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on SOA Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.