TWD
WRK

True Wealth Design’s WestRock Company WRK Stock Holding History

True Wealth Design’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
-7
Closed -$352 – 1325
2024
Q2 		$352 Hold
7
– – ﹤0.01% 701
2024
Q1 		$347 Hold
7
– – ﹤0.01% 688
2023
Q4 		$291 Hold
7
– – ﹤0.01% 611
2023
Q3 		$251 Hold
7
– – ﹤0.01% 600
2023
Q2 		$204 Hold
7
– – ﹤0.01% 649
2023
Q1 		$214 Hold
7
– – ﹤0.01% 718
2022
Q4 		$246 Buy
+7
New +$244 ﹤0.01% 625

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

True Wealth Design's WRK Position: Q3 2024 in Review

True Wealth Design sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 7 shares — an estimated $352 sold.

True Wealth Design first reported a position in WRK in Q4 2022 and held it in 7 quarters. The position peaked at $352 in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • True Wealth Design reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • True Wealth Design sold 7 WestRock Company shares in Q3 2024, an estimated $352.
  • True Wealth Design first reported a position in WestRock Company in Q4 2022 and held it in 7 quarters.
  • True Wealth Design's WestRock Company position peaked at $352 in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.