SSG
WRK

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
Q3 		– Sell
-20,000
Closed -$1M – 942
2024
Q2 		$1M Buy
+20,000
New +$1.01M 0.19% 68

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

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.