CIBC Private Wealth Group
WRK

CIBC Private Wealth Group’s WestRock Company WRK Stock Holding History

CIBC Private Wealth Group’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
-486
Closed -$22.5K – 3350
2024
Q2 		$22.5K Sell
486
-229
-32% -$11.6K ﹤0.01% 1984
2024
Q1 		$35.3K Buy
+715
New +$31.2K ﹤0.01% 1812
2020
Q1 		– Sell
-12,631
Closed -$542K – 954
2019
Q4 		$542K Buy
12,631
+2,325
+23% +$90.7K ﹤0.01% 693
2019
Q3 		$376K Sell
10,306
-2
-0% -$71 ﹤0.01% 740
2019
Q2 		$375K Sell
10,308
-24
-0.2% -$882 ﹤0.01% 769
2019
Q1 		$396K Sell
10,332
-1,531
-13% -$59.9K ﹤0.01% 767
2018
Q4 		$448K Buy
11,863
+8
+0.1% +$353 ﹤0.01% 703
2018
Q3 		$634K Sell
11,855
-560
-5% -$31.4K ﹤0.01% 729
2018
Q2 		$708K Sell
12,415
-8,411
-40% -$516K ﹤0.01% 706
2018
Q1 		$1.34M Sell
20,826
-6,241
-23% -$412K 0.01% 591
2017
Q4 		$1.71M Sell
27,067
-118
-0.4% -$7.16K 0.01% 554
2017
Q3 		$1.54M Sell
27,185
-342
-1% -$19.5K 0.01% 545
2017
Q2 		$1.56M Sell
27,527
-400
-1% -$21.7K 0.01% 417
2017
Q1 		$1.45M Sell
27,927
-6,781
-20% -$358K 0.01% 410
2016
Q4 		$1.76M Buy
34,708
+7,654
+28% +$376K 0.01% 384
2016
Q3 		$1.31M Buy
27,054
+12,494
+86% +$558K 0.01% 422
2016
Q2 		$566K Buy
+14,560
New +$546K ﹤0.01% 518

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 $8.83B AUM 38.5% 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 $20.6B AUM 34.61% 1-Year Est. Return

CIBC Private Wealth Group's WRK Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 486 shares — an estimated $22.5K sold.

CIBC Private Wealth Group first reported a position in WRK in Q2 2016 and held it in 17 quarters. The position peaked at $1.76M in Q4 2016. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 486 WestRock Company shares in Q3 2024, an estimated $22.5K.
  • CIBC Private Wealth Group first reported a position in WestRock Company in Q2 2016 and held it in 17 quarters.
  • CIBC Private Wealth Group's WestRock Company position peaked at $1.76M in Q4 2016.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.