Corient Private Wealth
WRK

Corient Private Wealth’s WestRock Company WRK Stock Holding History

Corient Private Wealth’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
-36,637
Closed -$1.84M – 2584
2024
Q2 		$1.84M Buy
36,637
+717
+2% +$36.2K ﹤0.01% 1058
2024
Q1 		$1.78M Buy
35,920
+5,439
+18% +$238K ﹤0.01% 1075
2023
Q4 		$1.27M Sell
30,481
-162
-0.5% -$6.23K ﹤0.01% 1198
2023
Q3 		$1.1M Buy
30,643
+3,751
+14% +$123K ﹤0.01% 1157
2023
Q2 		$782K Buy
26,892
+6,172
+30% +$179K ﹤0.01% 1243
2023
Q1 		$631K Sell
20,720
-8,734
-30% -$288K ﹤0.01% 1286
2022
Q4 		$1.03M Buy
+29,454
New +$1.03M ﹤0.01% 902

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

Corient Private Wealth's WRK Position: Q3 2024 in Review

Corient Private Wealth sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 36,637 shares — an estimated $1.84M sold.

Corient Private Wealth first reported a position in WRK in Q4 2022 and held it in 7 quarters. The position peaked at $1.84M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Corient Private Wealth reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 36,637 WestRock Company shares in Q3 2024, an estimated $1.84M.
  • Corient Private Wealth first reported a position in WestRock Company in Q4 2022 and held it in 7 quarters.
  • Corient Private Wealth's WestRock Company position peaked at $1.84M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.