Trifecta Capital Advisors’s WestRock Company WRK Stock Holding History

Trifecta Capital 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
2024 Q3	–	Sell	-200	Closed	-$10.1K	–	422
2024 Q2	$10.1K	Hold	200	–	–	﹤0.01%	215
2024 Q1	$9.89K	Hold	200	–	–	﹤0.01%	203
2023 Q4	$8.3K	Buy	200 +167	+506%	+$6.42K	﹤0.01%	211
2023 Q3	$1.18K	Buy	+33	New	+$1.08K	﹤0.01%	360
2023 Q1	–	Sell	-17	Closed	-$598	–	462
2022 Q4	$598	Buy	+17	New	+$593	﹤0.01%	419

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Trifecta Capital Advisors's WRK Position: Q3 2024 in Review

Trifecta Capital Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 200 shares — an estimated $10.1K sold.

Trifecta Capital Advisors first reported a position in WRK in Q4 2022 and held it in 5 quarters. The position peaked at $10.1K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Trifecta Capital Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Trifecta Capital Advisors sold 200 WestRock Company shares in Q3 2024, an estimated $10.1K.
Trifecta Capital Advisors first reported a position in WestRock Company in Q4 2022 and held it in 5 quarters.
Trifecta Capital Advisors's WestRock Company position peaked at $10.1K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Trifecta Capital Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.