Sutton Wealth Advisors’s WestRock Company WRK Stock Holding History

Sutton 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
2023 Q3	$573	Sell	16 -25	-61%	-$820	﹤0.01%	810
2023 Q2	$1.19K	Hold	41	–	–	﹤0.01%	761
2023 Q1	$1.25K	Sell	41 -10	-20%	-$330	﹤0.01%	707
2022 Q4	$1.79K	Sell	51 -76	-60%	-$2.65K	﹤0.01%	1223
2022 Q3	$3.92K	Buy	127 +80	+170%	+$3.16K	﹤0.01%	1110
2022 Q2	$1.87K	Hold	47	–	–	﹤0.01%	1192
2022 Q1	$2.21K	Hold	47	–	–	﹤0.01%	1190
2021 Q4	$2.08K	Buy	47 +1	+2%	+$47	﹤0.01%	1194
2021 Q3	$2.29K	Buy	46 +5	+12%	+$253	﹤0.01%	1154
2021 Q2	$2.18K	Hold	41	–	–	﹤0.01%	1157
2021 Q1	$2.13K	Hold	41	–	–	﹤0.01%	1132
2020 Q4	$1.78K	Hold	41	–	–	﹤0.01%	1122
2020 Q3	$1.42K	Hold	41	–	–	﹤0.01%	1107
2020 Q2	$1.16K	Sell	41 -6	-13%	-$170	﹤0.01%	1109
2020 Q1	$1.33K	Sell	47 -9	-16%	-$324	﹤0.01%	1075
2019 Q4	$2.4K	Hold	56	–	–	﹤0.01%	1037
2019 Q3	$2.04K	Hold	56	–	–	﹤0.01%	1052
2019 Q2	$2.04K	Hold	56	–	–	﹤0.01%	1048
2019 Q1	$2.15K	Sell	56 -81	-59%	-$3.17K	﹤0.01%	1036
2018 Q4	$5.17K	Hold	137	–	–	﹤0.01%	884
2018 Q3	$7.32K	Sell	137 -100	-42%	-$5.6K	﹤0.01%	844
2018 Q2	$13.5K	Hold	237	–	–	0.01%	747
2018 Q1	$15.2K	Hold	237	–	–	0.01%	673
2017 Q4	$15K	Hold	237	–	–	0.01%	661
2017 Q3	$13.4K	Hold	237	–	–	0.01%	682
2017 Q2	$13.4K	Hold	237	–	–	0.01%	669
2017 Q1	$12.3K	Hold	237	–	–	0.01%	657
2016 Q4	$12K	Hold	237	–	–	0.01%	641
2016 Q3	$11.5K	Hold	237	–	–	0.01%	628
2016 Q2	$9.21K	Buy	237 +175	+282%	+$6.56K	0.01%	650
2016 Q1	$2.19K	Buy	+62	New	+$2.02K	﹤0.01%	868

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's WRK Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its WestRock Company (WRK) stake by 61% in Q3 2023, selling an estimated $820 and leaving 16 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Sutton Wealth Advisors first reported a position in WRK in Q1 2016 and has held it in 31 quarters since. The position peaked at $15.2K in Q1 2018. 593 funds tracked by Wall St. Rank hold WRK as of Q3 2023.

Sutton Wealth Advisors held 16 shares of WestRock Company worth $573 as of Q3 2023.
Sutton Wealth Advisors sold 25 WestRock Company shares in Q3 2023, an estimated $820.
WestRock Company made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #810 holding.
Sutton Wealth Advisors first reported a position in WestRock Company in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's WestRock Company position peaked at $15.2K in Q1 2018.
593 funds tracked by Wall St. Rank held WestRock Company as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.