IEFM
WRK

IQ EQ Fund Management’s WestRock Company WRK Stock Holding History

IQ EQ Fund 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
-47,955
Closed -$2.41M – 338
2024
Q2 		$2.41M Sell
47,955
-10,362
-18% -$523K 0.28% 100
2024
Q1 		$2.88M Sell
58,317
-30,205
-34% -$1.32M 0.33% 87
2023
Q4 		$3.68M Sell
88,522
-11,104
-11% -$427K 0.43% 81
2023
Q3 		$3.57M Sell
99,626
-17,313
-15% -$568K 0.73% 50
2023
Q2 		$3.4M Sell
116,939
-10,751
-8% -$312K 0.65% 58
2023
Q1 		$3.89M Buy
127,690
+28,917
+29% +$954K 0.75% 54
2022
Q4 		$3.47M Buy
98,773
+2,471
+3% +$86.1K 0.71% 58
2022
Q3 		$2.98M Sell
96,302
-37,493
-28% -$1.48M 0.67% 54
2022
Q2 		$5.33M Buy
133,795
+9,552
+8% +$449K 1.06% 28
2022
Q1 		$5.84M Buy
124,243
+18,905
+18% +$864K 0.95% 34
2021
Q4 		$4.67M Buy
105,338
+16,586
+19% +$781K 0.72% 39
2021
Q3 		$4.42M Buy
88,752
+18,479
+26% +$934K 0.67% 45
2021
Q2 		$3.74M Buy
70,273
+28,924
+70% +$1.62M 0.57% 54
2021
Q1 		$2.15M Buy
+41,349
New +$1.93M 0.38% 99

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

IQ EQ Fund Management's WRK Position: Q3 2024 in Review

IQ EQ Fund Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 47,955 shares — an estimated $2.41M sold.

IQ EQ Fund Management first reported a position in WRK in Q1 2021 and held it in 14 quarters. The position peaked at $5.84M in Q1 2022. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • IQ EQ Fund Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • IQ EQ Fund Management sold 47,955 WestRock Company shares in Q3 2024, an estimated $2.41M.
  • IQ EQ Fund Management first reported a position in WestRock Company in Q1 2021 and held it in 14 quarters.
  • IQ EQ Fund Management's WestRock Company position peaked at $5.84M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on IQ EQ Fund Management's 13F filing for Q3 2024, filed 16 Oct 2024.