3IP
WRK

3Chopt Investment Partners’s WestRock Company WRK Stock Holding History

3Chopt Investment Partners’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
-8,435
Closed -$424K – 182
2024
Q2 		$424K Buy
+8,435
New +$426K 0.13% 131
2024
Q1 		– Sell
-8,346
Closed -$347K – 165
2023
Q4 		$347K Buy
+8,346
New +$321K 0.13% 134
2023
Q3 		– Sell
-8,274
Closed -$241K – 139
2023
Q2 		$241K Hold
8,274
– – 0.12% 126
2023
Q1 		$252K Hold
8,274
– – 0.13% 128
2022
Q4 		$291K Buy
+8,274
New +$288K 0.16% 113

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

3Chopt Investment Partners's WRK Position: Q3 2024 in Review

3Chopt Investment Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 8,435 shares — an estimated $424K sold.

3Chopt Investment Partners first reported a position in WRK in Q4 2022 and held it in 5 quarters. The position peaked at $424K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • 3Chopt Investment Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • 3Chopt Investment Partners sold 8,435 WestRock Company shares in Q3 2024, an estimated $424K.
  • 3Chopt Investment Partners first reported a position in WestRock Company in Q4 2022 and held it in 5 quarters.
  • 3Chopt Investment Partners's WestRock Company position peaked at $424K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on 3Chopt Investment Partners's 13F filing for Q3 2024, filed 15 Nov 2024.