TFM
WRK

TFC Financial Management’s WestRock Company WRK Stock Holding History

TFC Financial Management’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
-14
Closed -$704 – 1116
2024
Q2 		$704 Buy
14
+3
+27% +$151 ﹤0.01% 599
2024
Q1 		$544 Buy
11
+1
+10% +$44 ﹤0.01% 626
2023
Q4 		$416 Buy
+10
New +$385 ﹤0.01% 624
2023
Q2 		– Sell
-7
Closed -$214 – 780
2023
Q1 		$214 Buy
+7
New +$231 ﹤0.01% 645

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

TFC Financial Management's WRK Position: Q3 2024 in Review

TFC Financial Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 14 shares — an estimated $704 sold.

TFC Financial Management first reported a position in WRK in Q1 2023 and held it in 4 quarters. The position peaked at $704 in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • TFC Financial Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • TFC Financial Management sold 14 WestRock Company shares in Q3 2024, an estimated $704.
  • TFC Financial Management first reported a position in WestRock Company in Q1 2023 and held it in 4 quarters.
  • TFC Financial Management's WestRock Company position peaked at $704 in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.