DT Investment Partners’s WestRock Company WRK Stock Holding History

DT Investment Partners’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	-60	Closed	-$3.02K	–	666
2024 Q2	$3.02K	Hold	60	–	–	﹤0.01%	462
2024 Q1	$2.97K	Hold	60	–	–	﹤0.01%	413
2023 Q4	$2.48K	Hold	60	–	–	﹤0.01%	420
2023 Q3	$2.15K	Hold	60	–	–	﹤0.01%	421
2023 Q2	$1.97K	Hold	60	–	–	﹤0.01%	437
2023 Q1	$1.81K	Hold	60	–	–	﹤0.01%	442
2022 Q4	$2.11K	Hold	60	–	–	﹤0.01%	452
2022 Q3	$2K	Buy	+60	New	+$2.37K	﹤0.01%	444

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

DT Investment Partners's WRK Position: Q3 2024 in Review

DT Investment Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 60 shares — an estimated $3.02K sold.

DT Investment Partners first reported a position in WRK in Q3 2022 and held it in 8 quarters. The position peaked at $3.02K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

DT Investment Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
DT Investment Partners sold 60 WestRock Company shares in Q3 2024, an estimated $3.02K.
DT Investment Partners first reported a position in WestRock Company in Q3 2022 and held it in 8 quarters.
DT Investment Partners's WestRock Company position peaked at $3.02K in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on DT Investment Partners's 13F filing for Q3 2024, filed 23 Oct 2024.