DI
WRK

Diligent Investors’s WestRock Company WRK Stock Holding History

Diligent Investors’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
-22,110
Closed -$1.11M – 362
2024
Q2 		$1.11M Sell
22,110
-97
-0.4% -$4.9K 0.28% 103
2024
Q1 		$1.1M Sell
22,207
-1,896
-8% -$82.8K 0.28% 102
2023
Q4 		$1M Sell
24,103
-1,596
-6% -$61.4K 0.28% 99
2023
Q3 		$920K Sell
25,699
-268
-1% -$8.79K 0.28% 97
2023
Q2 		$755K Sell
25,967
-99
-0.4% -$2.87K 0.22% 115
2023
Q1 		$794K Buy
26,066
+953
+4% +$31.4K 0.25% 104
2022
Q4 		$883K Sell
25,113
-948
-4% -$33K 0.29% 84
2022
Q3 		$805K Sell
26,061
-699
-3% -$27.6K 0.29% 84
2022
Q2 		$1.07M Sell
26,760
-74
-0.3% -$3.48K 0.36% 70
2022
Q1 		$1.26M Sell
26,834
-1,099
-4% -$50.2K 0.37% 63
2021
Q4 		$1.24M Sell
27,933
-1,148
-4% -$54K 0.35% 66
2021
Q3 		$1.55M Hold
29,081
– – 0.53% 40
2021
Q2 		$1.55M Buy
29,081
+1
+0% +$56 0.53% 40
2021
Q1 		$1.51M Sell
29,080
-99
-0.3% -$4.62K 0.55% 38
2020
Q4 		$1.27M Sell
29,179
-826
-3% -$34.1K 0.51% 43
2020
Q3 		$1.04M Sell
30,005
-198
-0.7% -$6.12K 0.48% 48
2020
Q2 		$854K Buy
+30,203
New +$858K 0.42% 54

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

Diligent Investors's WRK Position: Q3 2024 in Review

Diligent Investors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 22,110 shares — an estimated $1.11M sold.

Diligent Investors first reported a position in WRK in Q2 2020 and held it in 17 quarters. The position peaked at $1.55M in Q3 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Diligent Investors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Diligent Investors sold 22,110 WestRock Company shares in Q3 2024, an estimated $1.11M.
  • Diligent Investors first reported a position in WestRock Company in Q2 2020 and held it in 17 quarters.
  • Diligent Investors's WestRock Company position peaked at $1.55M in Q3 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Diligent Investors's 13F filing for Q3 2024, filed 1 Nov 2024.