Cambridge Investment Research Advisors
WRK

Cambridge Investment Research Advisors’s WestRock Company WRK Stock Holding History

Cambridge Investment Research Advisors’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
-49,714
Closed -$2.5M – 3551
2024
Q2 		$2.5M Sell
49,714
-3,240
-6% -$164K 0.01% 1142
2024
Q1 		$2.62M Sell
52,954
-2,282
-4% -$99.7K 0.01% 1103
2023
Q4 		$2.29M Sell
55,236
-70,029
-56% -$2.69M 0.01% 1122
2023
Q3 		$4.48M Buy
125,265
+2,702
+2% +$88.6K 0.02% 709
2023
Q2 		$3.56M Buy
122,563
+13,776
+13% +$400K 0.02% 834
2023
Q1 		$3.31M Buy
108,787
+367
+0.3% +$12.1K 0.02% 835
2022
Q4 		$3.81M Sell
108,420
-3,420
-3% -$119K 0.02% 727
2022
Q3 		$3.46M Sell
111,840
-7,805
-7% -$308K 0.02% 740
2022
Q2 		$4.77M Sell
119,645
-818
-0.7% -$38.5K 0.03% 604
2022
Q1 		$5.67M Buy
120,463
+2,851
+2% +$130K 0.03% 579
2021
Q4 		$5.22M Sell
117,612
-5,286
-4% -$249K 0.02% 626
2021
Q3 		$6.12M Buy
122,898
+841
+0.7% +$42.5K 0.03% 523
2021
Q2 		$6.5M Sell
122,057
-43,361
-26% -$2.43M 0.03% 513
2021
Q1 		$8.61M Sell
165,418
-3,555
-2% -$166K 0.05% 372
2020
Q4 		$7.36M Buy
168,973
+861
+0.5% +$35.5K 0.04% 389
2020
Q3 		$5.84M Sell
168,112
-3,995
-2% -$123K 0.04% 415
2020
Q2 		$4.86M Buy
172,107
+6,027
+4% +$171K 0.04% 451
2020
Q1 		$4.69M Buy
166,080
+133,323
+407% +$4.79M 0.05% 379
2019
Q4 		$1.41M Buy
32,757
+2,612
+9% +$102K 0.01% 967
2019
Q3 		$1.1M Sell
30,145
-1,995
-6% -$71.3K 0.01% 1014
2019
Q2 		$1.17M Buy
32,140
+1,527
+5% +$56.1K 0.01% 950
2019
Q1 		$1.17M Buy
30,613
+12,446
+69% +$487K 0.01% 960
2018
Q4 		$686K Buy
18,167
+4,075
+29% +$180K 0.01% 1136
2018
Q3 		$753K Sell
14,092
-50
-0.4% -$2.8K 0.01% 1202
2018
Q2 		$806K Buy
14,142
+901
+7% +$55.3K 0.01% 1103
2018
Q1 		$850K Buy
13,241
+4,452
+51% +$294K 0.01% 1021
2017
Q4 		$556K Buy
+8,789
New +$534K 0.01% 1263
2017
Q1 		– Sell
-12,289
Closed -$624K – 1820
2016
Q4 		$624K Buy
+12,289
New +$604K 0.01% 907

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

Cambridge Investment Research Advisors's WRK Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 49,714 shares — an estimated $2.5M sold.

Cambridge Investment Research Advisors first reported a position in WRK in Q4 2016 and held it in 28 quarters. The position peaked at $8.61M in Q1 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 49,714 WestRock Company shares in Q3 2024, an estimated $2.5M.
  • Cambridge Investment Research Advisors first reported a position in WestRock Company in Q4 2016 and held it in 28 quarters.
  • Cambridge Investment Research Advisors's WestRock Company position peaked at $8.61M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.