WA
WRK

Waverly Advisors’s WestRock Company WRK Stock Holding History

Waverly 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
-7,550
Closed -$379K – 838
2024
Q2 		$379K Sell
7,550
-38
-0.5% -$1.92K 0.01% 625
2024
Q1 		$375K Buy
7,588
+58
+0.8% +$2.53K 0.01% 527
2023
Q4 		$313K Hold
7,530
– – 0.01% 353
2023
Q3 		$270K Buy
+7,530
New +$247K 0.01% 338

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

Waverly Advisors's WRK Position: Q3 2024 in Review

Waverly Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 7,550 shares — an estimated $379K sold.

Waverly Advisors first reported a position in WRK in Q3 2023 and held it in 4 quarters. The position peaked at $379K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Waverly Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Waverly Advisors sold 7,550 WestRock Company shares in Q3 2024, an estimated $379K.
  • Waverly Advisors first reported a position in WestRock Company in Q3 2023 and held it in 4 quarters.
  • Waverly Advisors's WestRock Company position peaked at $379K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Waverly Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.