CIM
WRK

Contravisory Investment Management’s WestRock Company WRK Stock Holding History

Contravisory Investment Management’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
-13,261
Closed -$666K – 407
2024
Q2 		$666K Sell
13,261
-232
-2% -$11.7K 0.15% 87
2024
Q1 		$667K Sell
13,493
-61
-0.5% -$2.67K 0.15% 89
2023
Q4 		$563K Buy
+13,554
New +$521K 0.14% 101
2020
Q2 		– Sell
-8,626
Closed -$244K – 342
2020
Q1 		$244K Buy
8,626
+93
+1% +$3.34K 0.11% 105
2019
Q4 		$366K Buy
+8,533
New +$333K 0.13% 100
2018
Q3 		– Sell
-61,774
Closed -$3.52M – 372
2018
Q2 		$3.52M Sell
61,774
-412
-0.7% -$25.3K 1.29% 41
2018
Q1 		$3.99M Sell
62,186
-1,150
-2% -$76K 1.47% 38
2017
Q4 		$4M Buy
63,336
+58,723
+1,273% +$3.57M 1.45% 37
2017
Q3 		$262K Buy
+4,613
New +$263K 0.09% 113

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 $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

Contravisory Investment Management's WRK Position: Q3 2024 in Review

Contravisory Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 13,261 shares — an estimated $666K sold.

Contravisory Investment Management first reported a position in WRK in Q3 2017 and held it in 9 quarters. The position peaked at $4M in Q4 2017. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Contravisory Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 13,261 WestRock Company shares in Q3 2024, an estimated $666K.
  • Contravisory Investment Management first reported a position in WestRock Company in Q3 2017 and held it in 9 quarters.
  • Contravisory Investment Management's WestRock Company position peaked at $4M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Contravisory Investment Management's 13F filing for Q3 2024, filed 9 Oct 2024.