FCIM
WRK

Fairview Capital Investment Management’s WestRock Company WRK Stock Holding History

Fairview Capital Investment Management’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
-4,000
Closed -$201K – 158
2024
Q2 		$201K Buy
+4,000
New +$202K 0.01% 147

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
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

Fairview Capital Investment Management's WRK Position: Q3 2024 in Review

Fairview Capital Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,000 shares — an estimated $201K sold.

Fairview Capital Investment Management first reported a position in WRK in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Fairview Capital Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Fairview Capital Investment Management sold 4,000 WestRock Company shares in Q3 2024, an estimated $201K.
  • Fairview Capital Investment Management first reported a position in WestRock Company in Q2 2024 and held it in 1 quarter.
  • Fairview Capital Investment Management's WestRock Company position peaked at $201K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Fairview Capital Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.