SS
WRK

Sunbelt Securities’s WestRock Company WRK Stock Holding History

Sunbelt Securities’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
-96
Closed -$4.83K – 1919
2024
Q2 		$4.83K Sell
96
-1
-1% -$50 ﹤0.01% 1408
2024
Q1 		$4.79K Sell
97
-116
-54% -$5.07K ﹤0.01% 1373
2023
Q4 		$8.84K Buy
213
+1
+0.5% +$38 ﹤0.01% 1198
2023
Q3 		$7.59K Buy
212
+1
+0.5% +$33 ﹤0.01% 1220
2023
Q2 		$6.13K Sell
211
-250
-54% -$7.25K ﹤0.01% 1286
2023
Q1 		$13.8K Buy
+461
New +$15.2K ﹤0.01% 1042
2021
Q2 		– Sell
-7,120
Closed -$371K – 467
2021
Q1 		$371K Sell
7,120
-12,034
-63% -$562K 0.07% 292
2020
Q4 		$834K Buy
19,154
+331
+2% +$13.7K 0.17% 144
2020
Q3 		$689K Buy
18,823
+6,880
+58% +$213K 0.19% 138
2020
Q2 		$338K Sell
11,943
-269,882
-96% -$7.67M 0.12% 208
2020
Q1 		$9.95M Buy
281,825
+268,151
+1,961% +$9.64M 0.43% 44
2019
Q4 		$377K Buy
+13,674
New +$533K 0.04% 388

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

Sunbelt Securities's WRK Position: Q3 2024 in Review

Sunbelt Securities sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 96 shares — an estimated $4.83K sold.

Sunbelt Securities first reported a position in WRK in Q4 2019 and held it in 12 quarters. The position peaked at $9.95M in Q1 2020. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Sunbelt Securities reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Sunbelt Securities sold 96 WestRock Company shares in Q3 2024, an estimated $4.83K.
  • Sunbelt Securities first reported a position in WestRock Company in Q4 2019 and held it in 12 quarters.
  • Sunbelt Securities's WestRock Company position peaked at $9.95M in Q1 2020.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Sunbelt Securities's 13F filing for Q3 2024, filed 18 Nov 2024.