Baird Financial Group
WRK

Baird Financial Group’s WestRock Company WRK Stock Holding History

Baird Financial Group’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
-6,451
Closed -$324K – 1848
2024
Q2 		$324K Buy
6,451
+982
+18% +$49.6K ﹤0.01% 1535
2024
Q1 		$270K Sell
5,469
-93
-2% -$4.06K ﹤0.01% 1589
2023
Q4 		$231K Sell
5,562
-640
-10% -$24.6K ﹤0.01% 1597
2023
Q3 		$222K Buy
+6,202
New +$203K ﹤0.01% 1594
2023
Q1 		– Sell
-23,033
Closed -$810K – 1770
2022
Q4 		$810K Sell
23,033
-6,763
-23% -$236K ﹤0.01% 1124
2022
Q3 		$920K Buy
29,796
+2,721
+10% +$107K ﹤0.01% 1083
2022
Q2 		$1.08M Sell
27,075
-260
-1% -$12.2K ﹤0.01% 1054
2022
Q1 		$1.28M Buy
27,335
+22,268
+439% +$1.02M ﹤0.01% 1046
2021
Q4 		$225K Buy
5,067
+5
+0.1% +$235 ﹤0.01% 1784
2021
Q3 		$252K Buy
5,062
+50
+1% +$2.53K ﹤0.01% 1728
2021
Q2 		$267K Sell
5,012
-164
-3% -$9.18K ﹤0.01% 1605
2021
Q1 		$270K Sell
5,176
-378
-7% -$17.6K ﹤0.01% 1550
2020
Q4 		$241K Buy
+5,554
New +$229K ﹤0.01% 1449

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

Baird Financial Group's WRK Position: Q3 2024 in Review

Baird Financial Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 6,451 shares — an estimated $324K sold.

Baird Financial Group first reported a position in WRK in Q4 2020 and held it in 13 quarters. The position peaked at $1.28M in Q1 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Baird Financial Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Baird Financial Group sold 6,451 WestRock Company shares in Q3 2024, an estimated $324K.
  • Baird Financial Group first reported a position in WestRock Company in Q4 2020 and held it in 13 quarters.
  • Baird Financial Group's WestRock Company position peaked at $1.28M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Baird Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.