UCFA
WRK

United Capital Financial Advisors’s WestRock Company WRK Stock Holding History

United Capital Financial 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
-10,767
Closed -$541K – 1096
2024
Q2 		$541K Sell
10,767
-862
-7% -$43.5K ﹤0.01% 691
2024
Q1 		$575K Sell
11,629
-649
-5% -$28.4K ﹤0.01% 701
2023
Q4 		$510K Buy
+12,278
New +$472K ﹤0.01% 719
2023
Q1 		– Sell
-8,197
Closed -$288K – 1090
2022
Q4 		$288K Sell
8,197
-1,452
-15% -$50.6K ﹤0.01% 893
2022
Q3 		$298K Sell
9,649
-1,184
-11% -$46.8K ﹤0.01% 912
2022
Q2 		$432K Sell
10,833
-1,479
-12% -$69.6K ﹤0.01% 835
2022
Q1 		$579K Sell
12,312
-2,736
-18% -$125K ﹤0.01% 800
2021
Q4 		$668K Sell
15,048
-1,334
-8% -$62.8K ﹤0.01% 784
2021
Q3 		$816K Sell
16,382
-7,044
-30% -$356K ﹤0.01% 729
2021
Q2 		$1.25M Sell
23,426
-1,470
-6% -$82.3K 0.01% 641
2021
Q1 		$1.3M Sell
24,896
-2,915
-10% -$136K 0.01% 603
2020
Q4 		$1.21M Sell
27,811
-7,053
-20% -$291K 0.01% 627
2020
Q3 		$1.21M Buy
34,864
+3,330
+11% +$103K 0.01% 604
2020
Q2 		$891K Buy
31,534
+2,452
+8% +$69.7K 0.01% 697
2020
Q1 		$822K Sell
29,082
-112,883
-80% -$4.06M 0.01% 683
2019
Q4 		$6.09M Buy
141,965
+91,980
+184% +$3.59M 0.04% 389
2019
Q3 		$1.82M Buy
49,985
+2,032
+4% +$72.6K 0.01% 605
2019
Q2 		$1.75M Buy
47,953
+9,186
+24% +$338K 0.01% 658
2019
Q1 		$1.49M Buy
38,767
+15,607
+67% +$611K 0.01% 666
2018
Q4 		$875K Buy
23,160
+18,104
+358% +$799K 0.01% 751
2018
Q3 		$271K Buy
5,056
+40
+0.8% +$2.24K ﹤0.01% 1152
2018
Q2 		$286K Sell
5,016
-960
-16% -$58.9K ﹤0.01% 1095
2018
Q1 		$383K Buy
+5,976
New +$395K ﹤0.01% 1020
2016
Q3 		– Sell
-15,561
Closed -$607K – 1312
2016
Q2 		$607K Sell
15,561
-1,116
-7% -$41.9K 0.01% 860
2016
Q1 		$586K Buy
16,677
+24
+0.1% +$782 0.01% 832
2015
Q4 		$684K Sell
16,653
-7,583
-31% -$345K 0.01% 796
2015
Q3 		$1.12M Buy
+24,236
New +$1.3M 0.01% 659

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

United Capital Financial Advisors's WRK Position: Q3 2024 in Review

United Capital Financial Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 10,767 shares — an estimated $541K sold.

United Capital Financial Advisors first reported a position in WRK in Q3 2015 and held it in 27 quarters. The position peaked at $6.09M in Q4 2019. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • United Capital Financial Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,767 WestRock Company shares in Q3 2024, an estimated $541K.
  • United Capital Financial Advisors first reported a position in WestRock Company in Q3 2015 and held it in 27 quarters.
  • United Capital Financial Advisors's WestRock Company position peaked at $6.09M in Q4 2019.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.