IIC
WRK

Integrated Investment Consultants’s WestRock Company WRK Stock Holding History

Integrated Investment Consultants’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
-4,700
Closed -$232K – 382
2024
Q2 		$232K Hold
4,700
– – 0.06% 228
2024
Q1 		$232K Buy
+4,700
New +$205K 0.06% 228

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 $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

Integrated Investment Consultants's WRK Position: Q3 2024 in Review

Integrated Investment Consultants sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 4,700 shares — an estimated $232K sold.

Integrated Investment Consultants first reported a position in WRK in Q1 2024 and held it in 2 quarters. The position peaked at $232K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Integrated Investment Consultants reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 4,700 WestRock Company shares in Q3 2024, an estimated $232K.
  • Integrated Investment Consultants first reported a position in WestRock Company in Q1 2024 and held it in 2 quarters.
  • Integrated Investment Consultants's WestRock Company position peaked at $232K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Integrated Investment Consultants's 13F filing for Q3 2024, filed 12 Nov 2024.