HFM
WRK

Harvest Fund Management’s WestRock Company WRK Stock Holding History

Harvest Fund 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
-3,070
Closed -$154K – 750
2024
Q2 		$154K Buy
3,070
+2,802
+1,046% +$141K 0.01% 364
2024
Q1 		$13K Hold
268
– – ﹤0.01% 576
2023
Q4 		$11K Hold
268
– – ﹤0.01% 536
2023
Q3 		$10K Hold
268
– – ﹤0.01% 533
2023
Q2 		$8K Hold
268
– – ﹤0.01% 575
2023
Q1 		$8K Hold
268
– – ﹤0.01% 659
2022
Q4 		$9K Hold
268
– – ﹤0.01% 668
2022
Q3 		$8K Hold
268
– – ﹤0.01% 684
2022
Q2 		$11K Hold
268
– – ﹤0.01% 611
2022
Q1 		$12K Hold
268
– – ﹤0.01% 637
2021
Q4 		$11K Sell
268
-1,176
-81% -$55.3K ﹤0.01% 690
2021
Q3 		$71K Hold
1,444
– – 0.02% 339
2021
Q2 		$76K Buy
1,444
+458
+46% +$25.6K 0.01% 337
2021
Q1 		$51K Buy
986
+228
+30% +$10.6K ﹤0.01% 407
2020
Q4 		$32K Buy
758
+394
+108% +$16.3K ﹤0.01% 440
2020
Q3 		$13K Buy
+364
New +$11.2K ﹤0.01% 509

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

Harvest Fund Management's WRK Position: Q3 2024 in Review

Harvest Fund Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 3,070 shares — an estimated $154K sold.

Harvest Fund Management first reported a position in WRK in Q3 2020 and held it in 16 quarters. The position peaked at $154K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Harvest Fund Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Harvest Fund Management sold 3,070 WestRock Company shares in Q3 2024, an estimated $154K.
  • Harvest Fund Management first reported a position in WestRock Company in Q3 2020 and held it in 16 quarters.
  • Harvest Fund Management's WestRock Company position peaked at $154K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Harvest Fund Management's 13F filing for Q3 2024, filed 13 Nov 2024.