CI Investments Inc
WRK

CI Investments Inc’s WestRock Company WRK Stock Holding History

CI Investments Inc’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
-4,088
Closed -$205K – 1308
2024
Q2 		$205K Buy
4,088
+779
+24% +$39.3K ﹤0.01% 626
2024
Q1 		$164K Buy
3,309
+937
+40% +$40.9K ﹤0.01% 760
2023
Q4 		$98K Buy
2,372
+6
+0.3% +$231 ﹤0.01% 837
2023
Q3 		$85K Buy
2,366
+15
+0.6% +$492 ﹤0.01% 858
2023
Q2 		$68K Buy
2,351
+238
+11% +$6.91K ﹤0.01% 882
2023
Q1 		$64K Buy
2,113
+167
+9% +$5.51K ﹤0.01% 840
2022
Q4 		$68K Buy
1,946
+130
+7% +$4.53K ﹤0.01% 849
2022
Q3 		$56K Sell
1,816
-93
-5% -$3.67K ﹤0.01% 812
2022
Q2 		$76K Sell
1,909
-1,464
-43% -$68.8K ﹤0.01% 767
2022
Q1 		$159K Hold
3,373
– – ﹤0.01% 768
2021
Q4 		$150K Sell
3,373
-227
-6% -$10.7K ﹤0.01% 811
2021
Q3 		$179K Sell
3,600
-14,267
-80% -$721K ﹤0.01% 744
2021
Q2 		$951K Buy
17,867
+15,734
+738% +$881K ﹤0.01% 465
2021
Q1 		$111K Sell
2,133
-68,626
-97% -$3.2M ﹤0.01% 749
2020
Q4 		$3.08M Sell
70,759
-74,803
-51% -$3.09M 0.01% 321
2020
Q3 		$5.06M Sell
145,562
-3,038
-2% -$93.9K 0.03% 265
2020
Q2 		$4.2M Sell
148,600
-707,623
-83% -$20.1M 0.02% 273
2020
Q1 		$24.2M Sell
856,223
-33,224
-4% -$1.19M 0.15% 123
2019
Q4 		$38.2M Sell
889,447
-3,729
-0.4% -$145K 0.19% 127
2019
Q3 		$32.6M Buy
893,176
+134,698
+18% +$4.81M 0.17% 126
2019
Q2 		$27.7M Sell
758,478
-42,699
-5% -$1.57M 0.15% 135
2019
Q1 		$30.7M Buy
801,177
+369,900
+86% +$14.5M 0.17% 134
2018
Q4 		$16.3M Sell
431,277
-207,723
-33% -$9.16M 0.11% 165
2018
Q3 		$34.1M Buy
639,000
+28,000
+5% +$1.57M 0.26% 110
2018
Q2 		$34.8M Sell
611,000
-43,600
-7% -$2.67M 0.27% 104
2018
Q1 		$42M Buy
654,600
+620,600
+1,825% +$41M 0.48% 66
2017
Q4 		$2.15M Sell
34,000
-400
-1% -$24.3K 0.02% 158
2017
Q3 		$1.95M Buy
+34,400
New +$1.96M 0.02% 168

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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CI Investments Inc's WRK Position: Q3 2024 in Review

CI Investments Inc sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,088 shares — an estimated $205K sold.

CI Investments Inc first reported a position in WRK in Q3 2017 and held it in 28 quarters. The position peaked at $42M in Q1 2018. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • CI Investments Inc reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • CI Investments Inc sold 4,088 WestRock Company shares in Q3 2024, an estimated $205K.
  • CI Investments Inc first reported a position in WestRock Company in Q3 2017 and held it in 28 quarters.
  • CI Investments Inc's WestRock Company position peaked at $42M in Q1 2018.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on CI Investments Inc's 13F filing for Q3 2024, filed 12 Nov 2024.