CSC
WRK

Caldwell Sutter Capital’s WestRock Company WRK Stock Holding History

Caldwell Sutter Capital’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
-1,443
Closed -$72.5K – 936
2024
Q2 		$72.5K Hold
1,443
– – 0.04% 306
2024
Q1 		$71.4K Hold
1,443
– – 0.03% 313
2023
Q4 		$59.9K Hold
1,443
– – 0.03% 315
2023
Q3 		$51.7K Hold
1,443
– – 0.03% 313
2023
Q2 		$41.9K Buy
+1,443
New +$41.9K 0.02% 344

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

Caldwell Sutter Capital's WRK Position: Q3 2024 in Review

Caldwell Sutter Capital sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 1,443 shares — an estimated $72.5K sold.

Caldwell Sutter Capital first reported a position in WRK in Q2 2023 and held it in 5 quarters. The position peaked at $72.5K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Caldwell Sutter Capital reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 1,443 WestRock Company shares in Q3 2024, an estimated $72.5K.
  • Caldwell Sutter Capital first reported a position in WestRock Company in Q2 2023 and held it in 5 quarters.
  • Caldwell Sutter Capital's WestRock Company position peaked at $72.5K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Caldwell Sutter Capital's 13F filing for Q3 2024, filed 25 Oct 2024.