WANY
WRK

Wealthspire Advisors (New York)’s WestRock Company WRK Stock Holding History

Wealthspire Advisors (New York)’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
-5,500
Closed -$276K – 775
2024
Q2 		$276K Sell
5,500
-2,959
-35% -$149K ﹤0.01% 557
2024
Q1 		$418K Sell
8,459
-8
-0.1% -$350 0.01% 453
2023
Q4 		$352K Sell
8,467
-1,000
-11% -$38.5K 0.01% 485
2023
Q3 		$339K Buy
9,467
+1,385
+17% +$45.4K 0.01% 464
2023
Q2 		$235K Sell
8,082
-12
-0.1% -$348 ﹤0.01% 494
2023
Q1 		$247K Buy
8,094
+950
+13% +$31.4K ﹤0.01% 471
2022
Q4 		$251K Buy
7,144
+282
+4% +$9.83K ﹤0.01% 493
2022
Q3 		$212K Hold
6,862
– – ﹤0.01% 470
2022
Q2 		$273K Buy
+6,862
New +$323K 0.01% 418
2019
Q1 		– Sell
-174
Closed -$7K – 845
2018
Q4 		$7K Buy
+174
New +$7.68K ﹤0.01% 600

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 $8.02B AUM 45.39% 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

Wealthspire Advisors (New York)'s WRK Position: Q3 2024 in Review

Wealthspire Advisors (New York) sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 5,500 shares — an estimated $276K sold.

Wealthspire Advisors (New York) first reported a position in WRK in Q4 2018 and held it in 10 quarters. The position peaked at $418K in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Wealthspire Advisors (New York) reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,500 WestRock Company shares in Q3 2024, an estimated $276K.
  • Wealthspire Advisors (New York) first reported a position in WestRock Company in Q4 2018 and held it in 10 quarters.
  • Wealthspire Advisors (New York)'s WestRock Company position peaked at $418K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2024, filed 13 Nov 2024.