WWP
WRK

WR Wealth Planners’s WestRock Company WRK Stock Holding History

WR Wealth Planners’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
-424
Closed -$21.3K – 1221
2024
Q2 		$21.3K Hold
424
– – 0.01% 437
2024
Q1 		$21K Buy
+424
New +$18.5K 0.01% 442
2023
Q4 		– Sell
-424
Closed -$15.2K – 908
2023
Q3 		$15.2K Hold
424
– – 0.01% 471
2023
Q2 		$12.3K Hold
424
– – ﹤0.01% 513
2023
Q1 		$12.9K Hold
424
– – 0.01% 495
2022
Q4 		$14.9K Hold
424
– – 0.01% 232
2022
Q3 		$13.1K Hold
424
– – 0.01% 235
2022
Q2 		$16.9K Hold
424
– – 0.01% 240
2022
Q1 		$19.9K Buy
+424
New +$19.4K 0.01% 231

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

WR Wealth Planners's WRK Position: Q3 2024 in Review

WR Wealth Planners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 424 shares — an estimated $21.3K sold.

WR Wealth Planners first reported a position in WRK in Q1 2022 and held it in 9 quarters. The position peaked at $21.3K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • WR Wealth Planners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 424 WestRock Company shares in Q3 2024, an estimated $21.3K.
  • WR Wealth Planners first reported a position in WestRock Company in Q1 2022 and held it in 9 quarters.
  • WR Wealth Planners's WestRock Company position peaked at $21.3K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.