HI
WRK

Horizon Investments’s WestRock Company WRK Stock Holding History

Horizon 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
-3,523
Closed -$177K – 892
2024
Q2 		$177K Buy
3,523
+57
+2% +$2.88K ﹤0.01% 570
2024
Q1 		$170K Buy
3,466
+63
+2% +$2.75K ﹤0.01% 572
2023
Q4 		$140K Sell
3,403
-1,138
-25% -$43.8K ﹤0.01% 582
2023
Q3 		$161K Buy
4,541
+52
+1% +$1.71K ﹤0.01% 555
2023
Q2 		$129K Buy
4,489
+261
+6% +$7.57K ﹤0.01% 591
2023
Q1 		$128K Buy
+4,228
New +$140K ﹤0.01% 583
2021
Q1 		– Sell
-10,241
Closed -$446K – 445
2020
Q4 		$446K Buy
+10,241
New +$423K 0.51% 58
2019
Q3 		– Sell
-81,755
Closed -$2.98M – 561
2019
Q2 		$2.98M Buy
81,755
+8,629
+12% +$317K 0.08% 75
2019
Q1 		$2.8M Buy
+73,126
New +$2.86M 0.1% 104
2018
Q4 		– Sell
-17,167
Closed -$917K – 316
2018
Q3 		$917K Buy
+17,167
New +$962K 0.03% 153

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 $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

Horizon Investments's WRK Position: Q3 2024 in Review

Horizon Investments sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 3,523 shares — an estimated $177K sold.

Horizon Investments first reported a position in WRK in Q3 2018 and held it in 10 quarters. The position peaked at $2.98M in Q2 2019. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Horizon Investments reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Horizon Investments sold 3,523 WestRock Company shares in Q3 2024, an estimated $177K.
  • Horizon Investments first reported a position in WestRock Company in Q3 2018 and held it in 10 quarters.
  • Horizon Investments's WestRock Company position peaked at $2.98M in Q2 2019.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

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