IFM Investors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-53,584
| Closed | -$2.69M | – | 696 |
|
|
2024
Q2 | $2.69M | Sell |
53,584
-2,571
| -5% | -$130K | 0.03% | 473 |
|
|
2024
Q1 | $2.78M | Sell |
56,155
-3,054
| -5% | -$133K | 0.03% | 466 |
|
|
2023
Q4 | $2.46M | Hold |
59,209
| – | – | 0.03% | 455 |
|
|
2023
Q3 | $2.12M | Buy |
59,209
+1,130
| +2% | +$37K | 0.03% | 494 |
|
|
2023
Q2 | $1.69M | Buy |
58,079
+4,046
| +7% | +$117K | 0.02% | 535 |
|
|
2023
Q1 | $1.65M | Buy |
54,033
+852
| +2% | +$28.1K | 0.03% | 525 |
|
|
2022
Q4 | $1.87M | Buy |
53,181
+1,422
| +3% | +$49.6K | 0.03% | 481 |
|
|
2022
Q3 | $1.6M | Buy |
51,759
+2,667
| +5% | +$105K | 0.03% | 501 |
|
|
2022
Q2 | $1.96M | Sell |
49,092
-1,397
| -3% | -$65.7K | 0.03% | 462 |
|
|
2022
Q1 | $2.37M | Buy |
50,489
+11,113
| +28% | +$508K | 0.04% | 451 |
|
|
2021
Q4 | $1.75M | Sell |
39,376
-729
| -2% | -$34.3K | 0.03% | 495 |
|
|
2021
Q3 | $2M | Buy |
40,105
+2,298
| +6% | +$116K | 0.04% | 426 |
|
|
2021
Q2 | $2.01M | Buy |
37,807
+8,742
| +30% | +$489K | 0.04% | 447 |
|
|
2021
Q1 | $1.51M | Buy |
29,065
+4,599
| +19% | +$215K | 0.04% | 446 |
|
|
2020
Q4 | $1.06M | Buy |
24,466
+4,500
| +23% | +$186K | 0.03% | 492 |
|
|
2020
Q3 | $694K | Buy |
19,966
+2,655
| +15% | +$82K | 0.03% | 494 |
|
|
2020
Q2 | $489K | Sell |
17,311
-5,433
| -24% | -$154K | 0.03% | 527 |
|
|
2020
Q1 | $660K | Sell |
22,744
-1,826
| -7% | -$65.6K | 0.03% | 483 |
|
|
2019
Q4 | $1.05M | Sell |
24,570
-756
| -3% | -$29.5K | 0.04% | 464 |
|
|
2019
Q3 | $923K | Buy |
25,326
+7,580
| +43% | +$271K | 0.03% | 482 |
|
|
2019
Q2 | $647K | Hold |
17,746
| – | – | 0.04% | 473 |
|
|
2019
Q1 | $681K | Buy |
17,746
+2,480
| +16% | +$97K | 0.04% | 415 |
|
|
2018
Q4 | $576K | Buy |
15,266
+1,827
| +14% | +$80.6K | 0.05% | 422 |
|
|
2018
Q3 | $718K | Buy |
13,439
+1,807
| +16% | +$101K | 0.05% | 372 |
|
|
2018
Q2 | $663K | Buy |
11,632
+3,453
| +42% | +$212K | 0.06% | 339 |
|
|
2018
Q1 | $525K | Buy |
8,179
+649
| +9% | +$42.9K | 0.08% | 289 |
|
|
2017
Q4 | $476K | Hold |
7,530
| – | – | 0.08% | 301 |
|
|
2017
Q3 | $427K | Buy |
7,530
+82
| +1% | +$4.68K | 0.07% | 318 |
|
|
2017
Q2 | $422K | Buy |
7,448
+1,948
| +35% | +$106K | 0.08% | 311 |
|
|
2017
Q1 | $286K | Buy |
+5,500
| New | +$290K | 0.07% | 327 |
|
Other funds holding WRK
IA
EI
ASN
BTI
HNB
IFM Investors's WRK Position: Q3 2024 in Review
IFM Investors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 53,584 shares — an estimated $2.69M sold.
IFM Investors first reported a position in WRK in Q1 2017 and held it in 30 quarters. The position peaked at $2.78M in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.
- IFM Investors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
- IFM Investors sold 53,584 WestRock Company shares in Q3 2024, an estimated $2.69M.
- IFM Investors first reported a position in WestRock Company in Q1 2017 and held it in 30 quarters.
- IFM Investors's WestRock Company position peaked at $2.78M in Q1 2024.
- 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.
Based on IFM Investors's 13F filing for Q3 2024, filed 23 Oct 2024.