UWS
WRK

Unique Wealth Strategies’s WestRock Company WRK Stock Holding History

Unique Wealth Strategies’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
-15
Closed -$742 – 702
2024
Q2 		$742 Buy
+15
New +$757 ﹤0.01% 573

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

Unique Wealth Strategies's WRK Position: Q3 2024 in Review

Unique Wealth Strategies sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 15 shares — an estimated $742 sold.

Unique Wealth Strategies first reported a position in WRK in Q2 2024 and held it in 1 quarter. The position peaked at $742 in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Unique Wealth Strategies reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 15 WestRock Company shares in Q3 2024, an estimated $742.
  • Unique Wealth Strategies first reported a position in WestRock Company in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's WestRock Company position peaked at $742 in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.