Wealth Enhancement Advisory Services
WRK

Wealth Enhancement Advisory Services’s WestRock Company WRK Stock Holding History

Wealth Enhancement Advisory Services’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
-60,127
Closed -$3.02M – 2932
2024
Q2 		$3.02M Buy
60,127
+4,670
+8% +$236K 0.01% 844
2024
Q1 		$2.74M Buy
55,457
+331
+0.6% +$14.5K 0.01% 835
2023
Q4 		$2.29M Buy
55,126
+232
+0.4% +$8.92K 0.01% 855
2023
Q3 		$1.97M Buy
+54,894
New +$1.8M 0.01% 870
2020
Q1 		– Sell
-29,497
Closed -$1.27M – 277
2019
Q4 		$1.27M Buy
+29,497
New +$1.15M 0.04% 156

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

Wealth Enhancement Advisory Services's WRK Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 60,127 shares — an estimated $3.02M sold.

Wealth Enhancement Advisory Services first reported a position in WRK in Q4 2019 and held it in 5 quarters. The position peaked at $3.02M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 60,127 WestRock Company shares in Q3 2024, an estimated $3.02M.
  • Wealth Enhancement Advisory Services first reported a position in WestRock Company in Q4 2019 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's WestRock Company position peaked at $3.02M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.