SP
WRK

SWS Partners’s WestRock Company WRK Stock Holding History

SWS Partners’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
-77,394
Closed -$3.89M – 314
2024
Q2 		$3.89M Sell
77,394
-4,858
-6% -$245K 1.16% 23
2024
Q1 		$4.07M Buy
82,252
+3,142
+4% +$137K 1.22% 21
2023
Q4 		$3.28M Sell
79,110
-7,317
-8% -$281K 1.07% 30
2023
Q3 		$3.09M Sell
86,427
-14,017
-14% -$460K 1.14% 27
2023
Q2 		$2.92M Buy
100,444
+18,169
+22% +$527K 1.05% 31
2023
Q1 		$2.51M Buy
82,275
+14,353
+21% +$474K 0.93% 35
2022
Q4 		$2.39M Buy
67,922
+7,214
+12% +$251K 1.13% 36
2022
Q3 		$1.88M Buy
60,708
+11,304
+23% +$447K 0.87% 50
2022
Q2 		$1.97M Buy
49,404
+906
+2% +$42.6K 1.66% 30
2022
Q1 		$2.28M Sell
48,498
-511
-1% -$23.3K 1.49% 31
2021
Q4 		$2.17M Buy
49,009
+8,267
+20% +$389K 1.24% 34
2021
Q3 		$2.03M Buy
40,742
+3,281
+9% +$166K 1.26% 33
2021
Q2 		$1.99M Buy
37,461
+1,137
+3% +$63.6K 1.3% 32
2021
Q1 		$1.89M Sell
36,324
-683
-2% -$31.9K 1.3% 28
2020
Q4 		$1.61M Buy
37,007
+989
+3% +$40.8K 0.72% 52
2020
Q3 		$1.25M Buy
36,018
+3,918
+12% +$121K 0.63% 54
2020
Q2 		$862K Buy
32,100
+6,444
+25% +$183K 1.1% 42
2020
Q1 		$725K Buy
+25,656
New +$922K 0.52% 61
2018
Q2 		– Sell
-493
Closed -$31K – 335
2018
Q1 		$31K Sell
493
-216
-30% -$14.3K 0.02% 182
2017
Q4 		$45K Buy
+709
New +$43K 0.03% 153

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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SWS Partners's WRK Position: Q3 2024 in Review

SWS Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 77,394 shares — an estimated $3.89M sold.

SWS Partners first reported a position in WRK in Q4 2017 and held it in 20 quarters. The position peaked at $4.07M in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • SWS Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 77,394 WestRock Company shares in Q3 2024, an estimated $3.89M.
  • SWS Partners first reported a position in WestRock Company in Q4 2017 and held it in 20 quarters.
  • SWS Partners's WestRock Company position peaked at $4.07M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.