Ethic Inc’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,364
| Closed | -$710K | – | 1248 |
|
|
2024
Q3 | $710K | Sell |
14,364
-399
| -3% | -$19.9K | 0.02% | 674 |
|
|
2024
Q2 | $742K | Buy |
14,763
+399
| +3% | +$20.1K | 0.02% | 651 |
|
|
2024
Q1 | $710K | Buy |
14,364
+1,491
| +12% | +$65.2K | 0.02% | 674 |
|
|
2023
Q4 | $534K | Buy |
12,873
+3,266
| +34% | +$126K | 0.02% | 714 |
|
|
2023
Q3 | $344K | Sell |
9,607
-1,058
| -10% | -$34.7K | 0.01% | 768 |
|
|
2023
Q2 | $310K | Sell |
10,665
-2,506
| -19% | -$72.7K | 0.01% | 781 |
|
|
2023
Q1 | $401K | Buy |
13,171
+4,795
| +57% | +$158K | 0.02% | 714 |
|
|
2022
Q4 | $294K | Sell |
8,376
-11,464
| -58% | -$400K | 0.02% | 723 |
|
|
2022
Q3 | $613K | Buy |
19,840
+4,389
| +28% | +$173K | 0.04% | 444 |
|
|
2022
Q2 | $616K | Buy |
15,451
+1,009
| +7% | +$47.5K | 0.04% | 421 |
|
|
2022
Q1 | $679K | Buy |
14,442
+7,312
| +103% | +$334K | 0.05% | 389 |
|
|
2021
Q4 | $316K | Sell |
7,130
-4,210
| -37% | -$198K | 0.02% | 517 |
|
|
2021
Q3 | $565K | Buy |
11,340
+2,740
| +32% | +$138K | 0.06% | 337 |
|
|
2021
Q2 | $458K | Buy |
8,600
+3,098
| +56% | +$173K | 0.06% | 361 |
|
|
2021
Q1 | $286K | Buy |
+5,502
| New | +$257K | 0.05% | 399 |
|
Other funds holding WRK
Ethic Inc's WRK Position: Q4 2024 in Review
Ethic Inc sold out of WestRock Company (WRK) in Q4 2024, closing a stake of 14,364 shares — an estimated $710K sold.
Ethic Inc first reported a position in WRK in Q1 2021 and held it in 15 quarters. The position peaked at $742K in Q2 2024. 1 fund tracked by Wall St. Rank holds WRK as of Q4 2024.
- Ethic Inc reported no remaining WestRock Company position as of Q4 2024 after selling out during the quarter.
- Ethic Inc sold 14,364 WestRock Company shares in Q4 2024, an estimated $710K.
- Ethic Inc first reported a position in WestRock Company in Q1 2021 and held it in 15 quarters.
- Ethic Inc's WestRock Company position peaked at $742K in Q2 2024.
- 1 fund tracked by Wall St. Rank held WestRock Company as of Q4 2024.
Based on Ethic Inc's 13F filing for Q4 2024, filed 14 Feb 2025.