IAIM
WRK

International Assets Investment Management’s WestRock Company WRK Stock Holding History

International Assets Investment 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
-22
Closed -$1.11K – 2728
2024
Q2 		$1.11K Buy
+22
New +$1.11K ﹤0.01% 2090
2023
Q2 		– Sell
-341
Closed -$10.4K – 1222
2023
Q1 		$10.4K Buy
+341
New +$11.3K ﹤0.01% 851
2021
Q2 		– Sell
-826
Closed -$39K – 2013
2021
Q1 		$39K Buy
826
+413
+100% +$19.3K ﹤0.01% 1057
2020
Q4 		$18K Buy
+413
New +$17K ﹤0.01% 1217

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

International Assets Investment Management's WRK Position: Q3 2024 in Review

International Assets Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 22 shares — an estimated $1.11K sold.

International Assets Investment Management first reported a position in WRK in Q4 2020 and held it in 4 quarters. The position peaked at $39K in Q1 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • International Assets Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 22 WestRock Company shares in Q3 2024, an estimated $1.11K.
  • International Assets Investment Management first reported a position in WestRock Company in Q4 2020 and held it in 4 quarters.
  • International Assets Investment Management's WestRock Company position peaked at $39K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.