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WRK
WestRock Company
Delisted
WRK was delisted on the 5th of July, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 651 |
CFG
651
Citizens Financial Group
Providence,
Rhode Island
| – | -$8K | -196 | Closed |
|
| 652 |
HR
652
Howe & Rusling
Rochester,
New York
| – | -$8K | -181 | Closed |
|
| 653 |
JPLA
653
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$8K | -176 | Closed |
|
| 654 |
BRC
654
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$4K | -107 | Closed |
|
| 655 |
CCM
655
Covington Capital Management
Los Angeles,
California
| – | -$4K | -94 | Closed |
|
| 656 |
VCM
656
Versant Capital Management
Phoenix,
Arizona
| – | -$1.76K | -49 | -88% |
|
| 657 |
FPFS
657
First Personal Financial Services
Charlotte,
North Carolina
| – | -$1K | -17 | Closed |
|
| 658 |
658
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -14 | Closed |
|
| 659 |
PWP
659
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$1K | -14 | Closed |
|
| 660 |
660
AssetMark Inc
Concord,
California
| – | -$1K | -12 | Closed |
|
| 661 |
BWM
661
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | +$431 | +12 | New |
|