VFA
WRK

Valeo Financial Advisors’s WestRock Company WRK Stock Holding History

Valeo 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
-6,232
Closed -$313K – 748
2024
Q2 		$313K Sell
6,232
-174
-3% -$8.78K 0.01% 510
2024
Q1 		$304K Buy
6,406
+190
+3% +$8.3K 0.01% 499
2023
Q4 		$258K Buy
6,216
+84
+1% +$3.23K 0.01% 538
2023
Q3 		$220K Buy
+6,132
New +$201K 0.01% 539
2022
Q1 		– Sell
-5,223
Closed -$232K – 697
2021
Q4 		$232K Buy
5,223
+75
+1% +$3.53K 0.01% 482
2021
Q3 		$257K Buy
+5,148
New +$260K 0.01% 434
2021
Q2 		– Sell
-1,896
Closed -$99K – 1937
2021
Q1 		$99K Buy
1,896
+3
+0.2% +$140 ﹤0.01% 633
2020
Q4 		$82K Buy
1,893
+515
+37% +$21.3K ﹤0.01% 624
2020
Q3 		$48K Sell
1,378
-2,363
-63% -$73K ﹤0.01% 684
2020
Q2 		$106K Hold
3,741
– – 0.01% 495
2020
Q1 		$120K Hold
3,741
– – 0.01% 384
2019
Q4 		$161K Sell
3,741
-2,599
-41% -$101K 0.02% 359
2019
Q3 		$231K Hold
6,340
– – 0.03% 278
2019
Q2 		$231K Sell
6,340
-15
-0.2% -$551 0.03% 267
2019
Q1 		$244K Hold
6,355
– – 0.03% 241
2018
Q4 		$240K Sell
6,355
-126
-2% -$5.56K 0.03% 238
2018
Q3 		$278K Buy
6,481
+131
+2% +$7.34K 0.04% 230
2018
Q2 		$347K Buy
+6,350
New +$389K 0.05% 209

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

Valeo Financial Advisors's WRK Position: Q3 2024 in Review

Valeo Financial Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 6,232 shares — an estimated $313K sold.

Valeo Financial Advisors first reported a position in WRK in Q2 2018 and held it in 18 quarters. The position peaked at $347K in Q2 2018. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Valeo Financial Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,232 WestRock Company shares in Q3 2024, an estimated $313K.
  • Valeo Financial Advisors first reported a position in WestRock Company in Q2 2018 and held it in 18 quarters.
  • Valeo Financial Advisors's WestRock Company position peaked at $347K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Valeo Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.