TPCW
WRK

TD Private Client Wealth’s WestRock Company WRK Stock Holding History

TD Private Client Wealth’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
-322
Closed -$16.2K – 1303
2024
Q2 		$16.2K Buy
322
+89
+38% +$4.49K ﹤0.01% 977
2024
Q1 		$11.5K Sell
233
-61
-21% -$2.67K ﹤0.01% 1021
2023
Q4 		$12.2K Buy
294
+102
+53% +$3.92K ﹤0.01% 1020
2023
Q3 		$6.87K Sell
192
-353
-65% -$11.6K ﹤0.01% 1076
2023
Q2 		$15.8K Buy
545
+197
+57% +$5.72K ﹤0.01% 979
2023
Q1 		$10.6K Buy
348
+16
+5% +$528 ﹤0.01% 1023
2022
Q4 		$11.7K Sell
332
-3,292
-91% -$115K ﹤0.01% 987
2022
Q3 		$112K Sell
3,624
-472
-12% -$18.6K 0.01% 597
2022
Q2 		$163K Sell
4,096
-30
-0.7% -$1.41K 0.01% 553
2022
Q1 		$194K Buy
4,126
+540
+15% +$24.7K 0.01% 546
2021
Q4 		$159K Buy
3,586
+183
+5% +$8.61K 0.01% 576
2021
Q3 		$170K Sell
3,403
-181
-5% -$9.14K 0.01% 556
2021
Q2 		$191K Sell
3,584
-4,384
-55% -$245K 0.01% 528
2021
Q1 		$415K Sell
7,968
-2,509
-24% -$117K 0.02% 415
2020
Q4 		$456K Buy
10,477
+6,711
+178% +$277K 0.02% 394
2020
Q3 		$131K Buy
3,766
+72
+2% +$2.22K 0.01% 498
2020
Q2 		$104K Sell
3,694
-1,807
-33% -$51.3K 0.01% 515
2020
Q1 		$155K Buy
5,501
+4,344
+375% +$156K 0.01% 445
2019
Q4 		$49.6K Buy
+1,157
New +$45.1K ﹤0.01% 609

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

TD Private Client Wealth's WRK Position: Q3 2024 in Review

TD Private Client Wealth sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 322 shares — an estimated $16.2K sold.

TD Private Client Wealth first reported a position in WRK in Q4 2019 and held it in 19 quarters. The position peaked at $456K in Q4 2020. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • TD Private Client Wealth reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 322 WestRock Company shares in Q3 2024, an estimated $16.2K.
  • TD Private Client Wealth first reported a position in WestRock Company in Q4 2019 and held it in 19 quarters.
  • TD Private Client Wealth's WestRock Company position peaked at $456K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on TD Private Client Wealth's 13F filing for Q3 2024, filed 18 Nov 2024.