EF
WRK

Empirical Finance’s WestRock Company WRK Stock Holding History

Empirical Finance’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
-8,402
Closed -$422K – 505
2024
Q2 		$422K Sell
8,402
-635
-7% -$32.1K 0.03% 428
2024
Q1 		$447K Buy
9,037
+323
+4% +$14.1K 0.03% 445
2023
Q4 		$362K Sell
8,714
-178
-2% -$6.85K 0.03% 459
2023
Q3 		$318K Buy
8,892
+784
+10% +$25.7K 0.02% 466
2023
Q2 		$236K Buy
8,108
+898
+12% +$26.1K 0.02% 492
2023
Q1 		$220K Buy
7,210
+320
+5% +$10.6K 0.02% 485
2022
Q4 		$242K Buy
+6,890
New +$240K 0.03% 466
2022
Q3 		– Sell
-5,302
Closed -$211K – 501
2022
Q2 		$211K Buy
5,302
+514
+11% +$24.2K 0.03% 459
2022
Q1 		$225K Buy
+4,788
New +$219K 0.03% 461
2017
Q1 		– Sell
-57
Closed -$3K – 606
2016
Q4 		$3K Buy
+57
New +$2.8K ﹤0.01% 638

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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Empirical Finance's WRK Position: Q3 2024 in Review

Empirical Finance sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 8,402 shares — an estimated $422K sold.

Empirical Finance first reported a position in WRK in Q4 2016 and held it in 10 quarters. The position peaked at $447K in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Empirical Finance reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Empirical Finance sold 8,402 WestRock Company shares in Q3 2024, an estimated $422K.
  • Empirical Finance first reported a position in WestRock Company in Q4 2016 and held it in 10 quarters.
  • Empirical Finance's WestRock Company position peaked at $447K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Empirical Finance's 13F filing for Q3 2024, filed 6 Nov 2024.