HI
WRK

Harbour Investments’s WestRock Company WRK Stock Holding History

Harbour Investments’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
-77
Closed -$3.87K – 3510
2024
Q2 		$3.87K Sell
77
-150
-66% -$7.57K ﹤0.01% 2604
2024
Q1 		$11.2K Hold
227
– – ﹤0.01% 2179
2023
Q4 		$9.43K Buy
227
+35
+18% +$1.35K ﹤0.01% 2163
2023
Q3 		$6.87K Hold
192
– – ﹤0.01% 2175
2023
Q2 		$5.58K Buy
192
+7
+4% +$203 ﹤0.01% 2247
2023
Q1 		$5.64K Hold
185
– – ﹤0.01% 2230
2022
Q4 		$6.5K Buy
185
+3
+2% +$105 ﹤0.01% 2137
2022
Q3 		$7K Hold
182
– – ﹤0.01% 2090
2022
Q2 		$7K Buy
+182
New +$8.56K ﹤0.01% 2090
2021
Q4 		$15K Sell
343
-2,520
-88% -$119K ﹤0.01% 1783
2021
Q3 		$143K Sell
2,863
-308
-10% -$15.6K ﹤0.01% 1181
2021
Q2 		$169K Buy
3,171
+356
+13% +$19.9K 0.01% 1130
2021
Q1 		$147K Buy
+2,815
New +$131K 0.01% 1122

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 $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Harbour Investments's WRK Position: Q3 2024 in Review

Harbour Investments sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 77 shares — an estimated $3.87K sold.

Harbour Investments first reported a position in WRK in Q1 2021 and held it in 13 quarters. The position peaked at $169K in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Harbour Investments reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Harbour Investments sold 77 WestRock Company shares in Q3 2024, an estimated $3.87K.
  • Harbour Investments first reported a position in WestRock Company in Q1 2021 and held it in 13 quarters.
  • Harbour Investments's WestRock Company position peaked at $169K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Harbour Investments's 13F filing for Q3 2024, filed 4 Nov 2024.