Wealthfront Advisers
WRK

Wealthfront Advisers’s WestRock Company WRK Stock Holding History

Wealthfront Advisers’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
-11,803
Closed -$593K – 919
2024
Q2 		$593K Sell
11,803
-357
-3% -$18K ﹤0.01% 719
2024
Q1 		$601K Sell
12,160
-322
-3% -$14.1K ﹤0.01% 703
2023
Q4 		$518K Sell
12,482
-385
-3% -$14.8K ﹤0.01% 714
2023
Q3 		$461K Buy
12,867
+1,472
+13% +$48.3K ﹤0.01% 703
2023
Q2 		$331K Sell
11,395
-3,164
-22% -$91.8K ﹤0.01% 748
2023
Q1 		$444K Sell
14,559
-2,102
-13% -$69.4K ﹤0.01% 687
2022
Q4 		$586K Buy
16,661
+1,850
+12% +$64.5K ﹤0.01% 607
2022
Q3 		$458K Sell
14,811
-41,190
-74% -$1.63M ﹤0.01% 615
2022
Q2 		$2.23M Buy
56,001
+20,728
+59% +$975K 0.01% 353
2022
Q1 		$1.66M Buy
35,273
+17,470
+98% +$798K 0.01% 437
2021
Q4 		$790K Sell
17,803
-1,549
-8% -$72.9K ﹤0.01% 520
2021
Q3 		$964K Sell
19,352
-7,212
-27% -$364K ﹤0.01% 480
2021
Q2 		$1.41M Buy
26,564
+8,052
+43% +$451K 0.01% 371
2021
Q1 		$964K Sell
18,512
-171
-0.9% -$7.98K 0.01% 388
2020
Q4 		$813K Buy
18,683
+460
+3% +$19K ﹤0.01% 385
2020
Q3 		$633K Sell
18,223
-17,166
-49% -$530K ﹤0.01% 388
2020
Q2 		$1M Sell
35,389
-7,044
-17% -$200K 0.01% 314
2020
Q1 		$1.2M Buy
42,433
+13,182
+45% +$474K 0.01% 236
2019
Q4 		$1.25M Buy
29,251
+5,439
+23% +$212K 0.01% 278
2019
Q3 		$868K Buy
+23,812
New +$850K 0.01% 313
2019
Q2 		– Sell
-6,258
Closed -$240K – 505
2019
Q1 		$240K Buy
+6,258
New +$245K ﹤0.01% 452

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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealthfront Advisers's WRK Position: Q3 2024 in Review

Wealthfront Advisers sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 11,803 shares — an estimated $593K sold.

Wealthfront Advisers first reported a position in WRK in Q1 2019 and held it in 21 quarters. The position peaked at $2.23M in Q2 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Wealthfront Advisers reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Wealthfront Advisers sold 11,803 WestRock Company shares in Q3 2024, an estimated $593K.
  • Wealthfront Advisers first reported a position in WestRock Company in Q1 2019 and held it in 21 quarters.
  • Wealthfront Advisers's WestRock Company position peaked at $2.23M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Wealthfront Advisers's 13F filing for Q3 2024, filed 12 Nov 2024.