FNY Investment Advisers’s WestRock Company WRK Stock Holding History

FNY Investment Advisers’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	-600	Closed	-$30K	–	869
2024 Q2	$30K	Sell	600 -1,000	-63%	-$50.5K	0.02%	278
2024 Q1	$79	Sell	1,600 -53,427	-97%	-$2.33M	0.05%	210
2023 Q4	$2.28M	Buy	55,027 +44,044	+401%	+$1.69M	2.53%	8
2023 Q3	$393K	Buy	+10,983	New	+$360K	0.23%	61
2021 Q3	–	Sell	-949	Closed	-$50K	–	971
2021 Q2	$50K	Buy	+949	New	+$53.1K	0.02%	422

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

FNY Investment Advisers's WRK Position: Q3 2024 in Review

FNY Investment Advisers sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 600 shares — an estimated $30K sold.

FNY Investment Advisers first reported a position in WRK in Q2 2021 and held it in 5 quarters. The position peaked at $2.28M in Q4 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

FNY Investment Advisers reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
FNY Investment Advisers sold 600 WestRock Company shares in Q3 2024, an estimated $30K.
FNY Investment Advisers first reported a position in WestRock Company in Q2 2021 and held it in 5 quarters.
FNY Investment Advisers's WestRock Company position peaked at $2.28M in Q4 2023.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on FNY Investment Advisers's 13F filing for Q3 2024, filed 18 Oct 2024.