BW
WRK

BIP Wealth’s WestRock Company WRK Stock Holding History

BIP Wealth’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
-24,224
Closed -$1.22M – 242
2024
Q2 		$1.22M Sell
24,224
-5,175
-18% -$261K 0.1% 70
2024
Q1 		$1.45M Sell
29,399
-12,700
-30% -$555K 0.11% 69
2023
Q4 		$1.75M Sell
42,099
-3,525
-8% -$136K 0.14% 62
2023
Q3 		$1.63M Buy
45,624
+24
+0.1% +$787 0.15% 58
2023
Q2 		$1.33M Hold
45,600
– – 0.11% 69
2023
Q1 		$1.39M Buy
+45,600
New +$1.5M 0.15% 65

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

BIP Wealth's WRK Position: Q3 2024 in Review

BIP Wealth sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 24,224 shares — an estimated $1.22M sold.

BIP Wealth first reported a position in WRK in Q1 2023 and held it in 6 quarters. The position peaked at $1.75M in Q4 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • BIP Wealth reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • BIP Wealth sold 24,224 WestRock Company shares in Q3 2024, an estimated $1.22M.
  • BIP Wealth first reported a position in WestRock Company in Q1 2023 and held it in 6 quarters.
  • BIP Wealth's WestRock Company position peaked at $1.75M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on BIP Wealth's 13F filing for Q3 2024, filed 7 Nov 2024.