CGL
WRK

Clarius Group LLC’s WestRock Company WRK Stock Holding History

Clarius Group LLC’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
-4,397
Closed -$221K – 476
2024
Q2 		$221K Hold
4,397
– – 0.02% 392
2024
Q1 		$217K Buy
+4,397
New +$192K 0.02% 431
2023
Q2 		– Sell
-6,806
Closed -$207K – 525
2023
Q1 		$207K Buy
6,806
+865
+15% +$28.5K 0.02% 471
2022
Q4 		$209K Buy
+5,941
New +$207K 0.02% 476
2022
Q3 		– Sell
-5,270
Closed -$210K – 518
2022
Q2 		$210K Buy
5,270
+385
+8% +$18.1K 0.02% 434
2022
Q1 		$217K Hold
4,885
– – 0.02% 454
2021
Q4 		$217K Buy
4,885
+537
+12% +$25.3K 0.02% 454
2021
Q3 		$217K Sell
4,348
-2
-0% -$101 0.02% 391
2021
Q2 		$232K Buy
4,350
+27
+0.6% +$1.51K 0.02% 365
2021
Q1 		$225K Buy
+4,323
New +$202K 0.02% 341

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

Clarius Group LLC's WRK Position: Q3 2024 in Review

Clarius Group LLC sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,397 shares — an estimated $221K sold.

Clarius Group LLC first reported a position in WRK in Q1 2021 and held it in 10 quarters. The position peaked at $232K in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Clarius Group LLC reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Clarius Group LLC sold 4,397 WestRock Company shares in Q3 2024, an estimated $221K.
  • Clarius Group LLC first reported a position in WestRock Company in Q1 2021 and held it in 10 quarters.
  • Clarius Group LLC's WestRock Company position peaked at $232K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Clarius Group LLC's 13F filing for Q3 2024, filed 9 Oct 2024.