SPIA
WRK

Steward Partners Investment Advisory’s WestRock Company WRK Stock Holding History

Steward Partners Investment Advisory’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
-4,481
Closed -$225K – 3888
2024
Q2 		$225K Buy
4,481
+21
+0.5% +$1.06K ﹤0.01% 1387
2024
Q1 		$221K Buy
4,460
+172
+4% +$7.52K ﹤0.01% 1389
2023
Q4 		$178K Buy
4,288
+350
+9% +$13.5K ﹤0.01% 1424
2023
Q3 		$141K Sell
3,938
-29
-0.7% -$951 ﹤0.01% 1421
2023
Q2 		$115K Sell
3,967
-896
-18% -$26K ﹤0.01% 1517
2023
Q1 		$148K Buy
4,863
+20
+0.4% +$660 ﹤0.01% 1413
2022
Q4 		$170K Sell
4,843
-8
-0.2% -$279 ﹤0.01% 1313
2022
Q3 		$150K Buy
4,851
+373
+8% +$14.7K ﹤0.01% 1326
2022
Q2 		$178K Buy
4,478
+225
+5% +$10.6K ﹤0.01% 1253
2022
Q1 		$200K Hold
4,253
– – ﹤0.01% 1293
2021
Q4 		$189K Buy
4,253
+1
+0% +$47 ﹤0.01% 1339
2021
Q3 		$212K Hold
4,252
– – ﹤0.01% 1252
2021
Q2 		$226K Sell
4,252
-280
-6% -$15.7K ﹤0.01% 1454
2021
Q1 		$236K Sell
4,532
-226
-5% -$10.5K ﹤0.01% 1223
2020
Q4 		$207K Sell
4,758
-418
-8% -$17.2K ﹤0.01% 1059
2020
Q3 		$180K Sell
5,176
-65
-1% -$2.01K ﹤0.01% 985
2020
Q2 		$148K Sell
5,241
-65,809
-93% -$1.87M ﹤0.01% 984
2020
Q1 		$2.01M Buy
71,050
+45,787
+181% +$1.65M 0.07% 258
2019
Q4 		$1.08M Buy
25,263
+3,030
+14% +$118K 0.03% 439
2019
Q3 		$810K Buy
22,233
+33
+0.1% +$1.18K 0.03% 464
2019
Q2 		$809K Sell
22,200
-14,193
-39% -$522K 0.03% 434
2019
Q1 		$1.4M Buy
36,393
+12,077
+50% +$472K 0.06% 293
2018
Q4 		$918K Sell
24,316
-38,116
-61% -$1.68M 0.04% 351
2018
Q3 		$3.34M Buy
62,432
+16,085
+35% +$901K 0.16% 145
2018
Q2 		$2.64M Buy
46,347
+42,807
+1,209% +$2.63M 0.16% 154
2018
Q1 		$227K Buy
3,540
+527
+17% +$34.8K 0.02% 593
2017
Q4 		$190K Buy
3,013
+2,933
+3,666% +$178K 0.01% 526
2017
Q3 		$4K Buy
80
+25
+45% +$1.43K ﹤0.01% 1375
2017
Q2 		$3K Sell
55
-137
-71% -$7.43K ﹤0.01% 1370
2017
Q1 		$9K Buy
192
+138
+256% +$7.28K ﹤0.01% 981
2016
Q4 		$2K Buy
+54
New +$2.65K ﹤0.01% 780

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

Steward Partners Investment Advisory's WRK Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,481 shares — an estimated $225K sold.

Steward Partners Investment Advisory first reported a position in WRK in Q4 2016 and held it in 31 quarters. The position peaked at $3.34M in Q3 2018. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,481 WestRock Company shares in Q3 2024, an estimated $225K.
  • Steward Partners Investment Advisory first reported a position in WestRock Company in Q4 2016 and held it in 31 quarters.
  • Steward Partners Investment Advisory's WestRock Company position peaked at $3.34M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.