HAM
WRK

Hedges Asset Management’s WestRock Company WRK Stock Holding History

Hedges Asset 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
-15,000
Closed -$754K – 121
2024
Q2 		$754K Sell
15,000
-800
-5% -$40.4K 0.54% 60
2024
Q1 		$781K Sell
15,800
-2,400
-13% -$105K 0.55% 56
2023
Q4 		$756K Sell
18,200
-200
-1% -$7.69K 0.59% 49
2023
Q3 		$659K Sell
18,400
-900
-5% -$29.5K 0.58% 52
2023
Q2 		$561K Buy
19,300
+700
+4% +$20.3K 0.48% 62
2023
Q1 		$567K Buy
18,600
+6,575
+55% +$217K 0.48% 58
2022
Q4 		$423K Sell
12,025
-150
-1% -$5.23K 0.38% 68
2022
Q3 		$376K Buy
12,175
+250
+2% +$9.88K 0.38% 67
2022
Q2 		$477K Hold
11,925
– – 0.45% 63
2022
Q1 		$561K Hold
11,925
– – 0.43% 64
2021
Q4 		$529K Buy
+11,925
New +$561K 0.41% 68

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 $8.83B AUM 38.5% 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 $20.6B AUM 34.61% 1-Year Est. Return

Hedges Asset Management's WRK Position: Q3 2024 in Review

Hedges Asset Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 15,000 shares — an estimated $754K sold.

Hedges Asset Management first reported a position in WRK in Q4 2021 and held it in 11 quarters. The position peaked at $781K in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Hedges Asset Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Hedges Asset Management sold 15,000 WestRock Company shares in Q3 2024, an estimated $754K.
  • Hedges Asset Management first reported a position in WestRock Company in Q4 2021 and held it in 11 quarters.
  • Hedges Asset Management's WestRock Company position peaked at $781K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Hedges Asset Management's 13F filing for Q3 2024, filed 24 Oct 2024.