Cerity Partners
WRK

Cerity Partners’s WestRock Company WRK Stock Holding History

Cerity Partners’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
-26,696
Closed -$1.34M – 2618
2024
Q2 		$1.34M Sell
26,696
-2,201
-8% -$111K ﹤0.01% 1097
2024
Q1 		$1.43M Buy
28,897
+10,308
+55% +$450K ﹤0.01% 1121
2023
Q4 		$772K Buy
18,589
+3,482
+23% +$134K ﹤0.01% 1080
2023
Q3 		$541K Sell
15,107
-1,767
-10% -$57.9K ﹤0.01% 957
2023
Q2 		$491K Buy
+16,874
New +$490K ﹤0.01% 1191
2022
Q3 		– Sell
-5,556
Closed -$222K – 1277
2022
Q2 		$222K Buy
+5,556
New +$261K ﹤0.01% 1042
2021
Q3 		– Sell
-5,056
Closed -$269K – 733
2021
Q2 		$269K Sell
5,056
-29
-0.6% -$1.62K 0.01% 610
2021
Q1 		$265K Buy
+5,085
New +$237K 0.01% 589

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

Cerity Partners's WRK Position: Q3 2024 in Review

Cerity Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 26,696 shares — an estimated $1.34M sold.

Cerity Partners first reported a position in WRK in Q1 2021 and held it in 8 quarters. The position peaked at $1.43M in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Cerity Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Cerity Partners sold 26,696 WestRock Company shares in Q3 2024, an estimated $1.34M.
  • Cerity Partners first reported a position in WestRock Company in Q1 2021 and held it in 8 quarters.
  • Cerity Partners's WestRock Company position peaked at $1.43M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.