TFF
WRK

The Family Firm’s WestRock Company WRK Stock Holding History

The Family Firm’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
-192
Closed -$9.66K – 889
2024
Q2 		$9.66K Buy
+192
New +$9.69K ﹤0.01% 682

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 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

The Family Firm's WRK Position: Q3 2024 in Review

The Family Firm sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 192 shares — an estimated $9.66K sold.

The Family Firm first reported a position in WRK in Q2 2024 and held it in 1 quarter. The position peaked at $9.66K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • The Family Firm reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 192 WestRock Company shares in Q3 2024, an estimated $9.66K.
  • The Family Firm first reported a position in WestRock Company in Q2 2024 and held it in 1 quarter.
  • The Family Firm's WestRock Company position peaked at $9.66K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.