WESPAC Advisors’s WestRock Company WRK Stock Holding History

WESPAC 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	-13,920	Closed	-$700K	–	172
2024 Q2	$700K	Buy	+13,920	New	+$703K	0.55%	64
2022 Q1	–	Sell	-30,048	Closed	-$1.33M	–	156
2021 Q4	$1.33M	Sell	30,048 -1,026	-3%	-$48.3K	0.89%	49
2021 Q3	$1.55M	Buy	31,074 +17,661	+132%	+$892K	0.95%	34
2021 Q2	$714K	Sell	13,413 -16,140	-55%	-$903K	1.37%	24
2021 Q1	$1.54M	Sell	29,553 -7,430	-20%	-$347K	1.15%	21
2020 Q4	$1.61M	Buy	+36,983	New	+$1.53M	1.24%	24

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

WESPAC Advisors's WRK Position: Q3 2024 in Review

WESPAC Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 13,920 shares — an estimated $700K sold.

WESPAC Advisors first reported a position in WRK in Q4 2020 and held it in 6 quarters. The position peaked at $1.61M in Q4 2020. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

WESPAC Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
WESPAC Advisors sold 13,920 WestRock Company shares in Q3 2024, an estimated $700K.
WESPAC Advisors first reported a position in WestRock Company in Q4 2020 and held it in 6 quarters.
WESPAC Advisors's WestRock Company position peaked at $1.61M in Q4 2020.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.