ZRP
WRK

Zynergy Retirement Planning’s WestRock Company WRK Stock Holding History

Zynergy Retirement Planning’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
-155
Closed -$7.79K – 129
2024
Q2 		$7.79K Buy
+155
New +$7.82K 0.01% 91

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 $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

Zynergy Retirement Planning's WRK Position: Q3 2024 in Review

Zynergy Retirement Planning sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 155 shares — an estimated $7.79K sold.

Zynergy Retirement Planning first reported a position in WRK in Q2 2024 and held it in 1 quarter. The position peaked at $7.79K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Zynergy Retirement Planning reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Zynergy Retirement Planning sold 155 WestRock Company shares in Q3 2024, an estimated $7.79K.
  • Zynergy Retirement Planning first reported a position in WestRock Company in Q2 2024 and held it in 1 quarter.
  • Zynergy Retirement Planning's WestRock Company position peaked at $7.79K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Zynergy Retirement Planning's 13F filing for Q3 2024, filed 7 Nov 2024.