ISL
WRK

Ingalls & Snyder LLC’s WestRock Company WRK Stock Holding History

Ingalls & Snyder LLC’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
-4,968
Closed -$250K – 472
2024
Q2 		$250K Sell
4,968
-500
-9% -$25.2K 0.01% 367
2024
Q1 		$270K Sell
5,468
-2,000
-27% -$87.4K 0.01% 368
2023
Q4 		$310K Hold
7,468
– – 0.01% 346
2023
Q3 		$267K Hold
7,468
– – 0.01% 362
2023
Q2 		$217K Sell
7,468
-250
-3% -$7.25K 0.01% 392
2023
Q1 		$235K Hold
7,718
– – 0.01% 378
2022
Q4 		$271K Sell
7,718
-225
-3% -$7.84K 0.01% 361
2022
Q3 		$245K Buy
7,943
+35
+0.4% +$1.38K 0.01% 363
2022
Q2 		$315K Buy
7,908
+1,850
+31% +$87K 0.02% 337
2022
Q1 		$285K Buy
+6,058
New +$277K 0.01% 382

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

Ingalls & Snyder LLC's WRK Position: Q3 2024 in Review

Ingalls & Snyder LLC sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,968 shares — an estimated $250K sold.

Ingalls & Snyder LLC first reported a position in WRK in Q1 2022 and held it in 10 quarters. The position peaked at $315K in Q2 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Ingalls & Snyder LLC reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 4,968 WestRock Company shares in Q3 2024, an estimated $250K.
  • Ingalls & Snyder LLC first reported a position in WestRock Company in Q1 2022 and held it in 10 quarters.
  • Ingalls & Snyder LLC's WestRock Company position peaked at $315K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Ingalls & Snyder LLC's 13F filing for Q3 2024, filed 14 Nov 2024.