FTCM
WRK

First Trust Capital Management’s WestRock Company WRK Stock Holding History

First Trust Capital 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
-420,069
Closed -$21.1M – 147
2024
Q2 		$21.1M Buy
+420,069
New +$21.2M 1.92% 14

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 $4.82B AUM 20.19% 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

First Trust Capital Management's WRK Position: Q3 2024 in Review

First Trust Capital Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 420,069 shares — an estimated $21.1M sold.

First Trust Capital Management first reported a position in WRK in Q2 2024 and held it in 1 quarter. The position peaked at $21.1M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • First Trust Capital Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • First Trust Capital Management sold 420,069 WestRock Company shares in Q3 2024, an estimated $21.1M.
  • First Trust Capital Management first reported a position in WestRock Company in Q2 2024 and held it in 1 quarter.
  • First Trust Capital Management's WestRock Company position peaked at $21.1M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

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