Investors Research Corp’s WestRock Company WRK Stock Holding History

Investors Research Corp’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	-44,478	Closed	-$2.24M	–	1074
2024 Q2	$2.24M	Sell	44,478 -6,032	-12%	-$304K	0.52%	34
2024 Q1	$2.5M	Sell	50,510 -1,744	-3%	-$76.2K	0.58%	28
2023 Q4	$2.17M	Hold	52,254	–	–	0.52%	34
2023 Q3	$1.87M	Sell	52,254 -525	-1%	-$17.2K	0.49%	37
2023 Q2	$1.53M	Buy	52,779 +21,952	+71%	+$637K	0.39%	48
2023 Q1	$939K	Sell	30,827 -275	-0.9%	-$9.07K	0.24%	109
2022 Q4	$1.09M	Sell	31,102 -375	-1%	-$13.1K	0.3%	89
2022 Q3	$972K	Hold	31,477	–	–	0.3%	83
2022 Q2	$1.25M	Sell	31,477 -2	-0%	-$94	0.38%	55
2022 Q1	$1.48M	Hold	31,479	–	–	0.42%	52
2021 Q4	$1.4M	Hold	31,479	–	–	0.42%	65
2021 Q3	$1.57M	Hold	31,479	–	–	0.53%	48
2021 Q2	$1.68M	Hold	31,479	–	–	0.58%	39
2021 Q1	$1.64M	Sell	31,479 -575	-2%	-$26.8K	0.62%	21
2020 Q4	$1.4M	Sell	32,054 -200	-0.6%	-$8.25K	0.55%	24
2020 Q3	$1.12M	Sell	32,254 -550	-2%	-$17K	0.54%	31
2020 Q2	$927K	Sell	32,804 -150	-0.5%	-$4.26K	0.47%	47
2020 Q1	$931K	Sell	32,954 -100	-0.3%	-$3.6K	0.58%	22
2019 Q4	$1.42M	Sell	33,054 -50	-0.2%	-$1.95K	0.65%	13
2019 Q3	$1.21M	Sell	33,104 -275	-0.8%	-$9.82K	0.61%	22
2019 Q2	$1.22M	Buy	33,379 +27,900	+509%	+$1.03M	0.64%	21
2019 Q1	$210K	Hold	5,479	–	–	0.11%	253
2018 Q4	$207K	Hold	5,479	–	–	0.14%	237
2018 Q3	$293K	Sell	5,479 -400	-7%	-$22.4K	0.17%	216
2018 Q2	$335K	Buy	5,879 +421	+8%	+$25.8K	0.19%	199
2018 Q1	$350K	Hold	5,458	–	–	0.21%	192
2017 Q4	$345K	Buy	+5,458	New	+$331K	0.21%	184

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Investors Research Corp's WRK Position: Q3 2024 in Review

Investors Research Corp sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 44,478 shares — an estimated $2.24M sold.

Investors Research Corp first reported a position in WRK in Q4 2017 and held it in 27 quarters. The position peaked at $2.5M in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Investors Research Corp reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Investors Research Corp sold 44,478 WestRock Company shares in Q3 2024, an estimated $2.24M.
Investors Research Corp first reported a position in WestRock Company in Q4 2017 and held it in 27 quarters.
Investors Research Corp's WestRock Company position peaked at $2.5M in Q1 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.