AIM
WRK

Anchor Investment Management’s WestRock Company WRK Stock Holding History

Anchor Investment Management’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
-117
Closed -$5.9K – 1090
2024
Q2 		$5.9K Hold
117
– – ﹤0.01% 826
2024
Q1 		$5.77K Sell
117
-399
-77% -$17.4K ﹤0.01% 852
2023
Q4 		$21.4K Sell
516
-399
-44% -$15.3K ﹤0.01% 650
2023
Q3 		$32.8K Sell
915
-1,099
-55% -$36K ﹤0.01% 576
2023
Q2 		$58.5K Sell
2,014
-299
-13% -$8.68K 0.01% 486
2023
Q1 		$70.5K Buy
2,313
+1
+0% +$33 0.01% 480
2022
Q4 		$81.3K Buy
2,312
+1
+0% +$35 0.01% 459
2022
Q3 		$71.4K Buy
2,311
+1
+0% +$40 0.01% 462
2022
Q2 		$92K Hold
2,310
– – 0.01% 462
2022
Q1 		$109K Buy
2,310
+1
+0% +$46 0.01% 460
2021
Q4 		$102K Hold
2,309
– – 0.01% 478
2021
Q3 		$115K Buy
2,309
+1
+0% +$51 0.02% 431
2021
Q2 		$123K Hold
2,308
– – 0.02% 430
2021
Q1 		$120K Buy
2,308
+1
+0% +$47 0.02% 420
2020
Q4 		$100K Sell
2,307
-500
-18% -$20.6K 0.02% 384
2020
Q3 		$97.5K Sell
2,807
-1,049
-27% -$32.4K 0.02% 362
2020
Q2 		$109K Sell
3,856
-961
-20% -$27.3K 0.02% 336
2020
Q1 		$136K Sell
4,817
-456
-9% -$16.4K 0.04% 300
2019
Q4 		$226K Sell
5,273
-197
-4% -$7.68K 0.05% 278
2019
Q3 		$199K Sell
5,470
-246
-4% -$8.79K 0.05% 292
2019
Q2 		$208K Buy
5,716
+589
+11% +$21.6K 0.05% 288
2019
Q1 		$197K Buy
5,127
+1,500
+41% +$58.7K 0.05% 290
2018
Q4 		$137K Buy
3,627
+1,650
+83% +$72.8K 0.04% 323
2018
Q3 		$106K Sell
1,977
-500
-20% -$28K 0.02% 367
2018
Q2 		$141K Hold
2,477
– – 0.03% 350
2018
Q1 		$159K Hold
2,477
– – 0.04% 326
2017
Q4 		$157K Hold
2,477
– – 0.04% 313
2017
Q3 		$141K Hold
2,477
– – 0.04% 301
2017
Q2 		$140K Buy
2,477
+15
+0.6% +$813 0.05% 283
2017
Q1 		$128K Hold
2,462
– – 0.04% 290
2016
Q4 		$125K Hold
2,462
– – 0.05% 278
2016
Q3 		$119K Sell
2,462
-1,450
-37% -$64.7K 0.05% 274
2016
Q2 		$152K Buy
3,912
+880
+29% +$33K 0.06% 243
2016
Q1 		$107K Buy
+3,032
New +$98.8K 0.04% 277

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Anchor Investment Management's WRK Position: Q3 2024 in Review

Anchor Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 117 shares — an estimated $5.9K sold.

Anchor Investment Management first reported a position in WRK in Q1 2016 and held it in 34 quarters. The position peaked at $226K in Q4 2019. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Anchor Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Anchor Investment Management sold 117 WestRock Company shares in Q3 2024, an estimated $5.9K.
  • Anchor Investment Management first reported a position in WestRock Company in Q1 2016 and held it in 34 quarters.
  • Anchor Investment Management's WestRock Company position peaked at $226K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Anchor Investment Management's 13F filing for Q3 2024, filed 21 Nov 2024.