WIA
WRK

Wetzel Investment Advisors’s WestRock Company WRK Stock Holding History

Wetzel Investment 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
-2,155
Closed -$107K – 947
2024
Q2 		$107K Hold
2,155
– – 0.06% 170
2024
Q1 		$103K Sell
2,155
-500
-19% -$21.8K 0.06% 176
2023
Q4 		$110K Buy
+2,655
New +$102K 0.07% 170

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

Wetzel Investment Advisors's WRK Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 2,155 shares — an estimated $107K sold.

Wetzel Investment Advisors first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $110K in Q4 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,155 WestRock Company shares in Q3 2024, an estimated $107K.
  • Wetzel Investment Advisors first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's WestRock Company position peaked at $110K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.