VWA
WRK

Valued Wealth Advisors’s WestRock Company WRK Stock Holding History

Valued Wealth 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
-16
Closed -$805 – 661
2024
Q2 		$805 Buy
16
+11
+220% +$555 ﹤0.01% 461
2024
Q1 		$248 Buy
+5
New +$218 ﹤0.01% 542

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

Valued Wealth Advisors's WRK Position: Q3 2024 in Review

Valued Wealth Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 16 shares — an estimated $805 sold.

Valued Wealth Advisors first reported a position in WRK in Q1 2024 and held it in 2 quarters. The position peaked at $805 in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Valued Wealth Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 16 WestRock Company shares in Q3 2024, an estimated $805.
  • Valued Wealth Advisors first reported a position in WestRock Company in Q1 2024 and held it in 2 quarters.
  • Valued Wealth Advisors's WestRock Company position peaked at $805 in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Valued Wealth Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.