Summit Securities Group’s WestRock Company WRK Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-1,000	Closed	-$42K	–	985
2023 Q4	$42K	Hold	1,000	–	–	﹤0.01%	411
2023 Q3	$36K	Buy	1,000 +665	+199%	+$21.8K	﹤0.01%	317
2023 Q2	$10K	Sell	335 -165	-33%	-$4.79K	﹤0.01%	781
2023 Q1	$15K	Buy	500 +244	+95%	+$8.05K	﹤0.01%	665
2022 Q4	$9K	Buy	+256	New	+$8.92K	﹤0.01%	1053
2022 Q3	–	Sell	-533	Closed	-$21K	–	1221
2022 Q2	$21K	Buy	533 +425	+394%	+$20K	﹤0.01%	762
2022 Q1	$5K	Buy	+108	New	+$4.93K	﹤0.01%	985

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

Summit Securities Group's WRK Position: Q1 2024 in Review

Summit Securities Group sold out of WestRock Company (WRK) in Q1 2024, closing a stake of 1,000 shares — an estimated $42K sold.

Summit Securities Group first reported a position in WRK in Q1 2022 and held it in 7 quarters. The position peaked at $42K in Q4 2023. 589 funds tracked by Wall St. Rank hold WRK as of Q1 2024.

Summit Securities Group reported no remaining WestRock Company position as of Q1 2024 after selling out during the quarter.
Summit Securities Group sold 1,000 WestRock Company shares in Q1 2024, an estimated $42K.
Summit Securities Group first reported a position in WestRock Company in Q1 2022 and held it in 7 quarters.
Summit Securities Group's WestRock Company position peaked at $42K in Q4 2023.
589 funds tracked by Wall St. Rank held WestRock Company as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.