KI
WRK

Kapitalo Investimentos’s WestRock Company WRK Stock Holding History

Kapitalo Investimentos’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
-7,122
Closed -$358K – 242
2024
Q2 		$358K Buy
+7,122
New +$359K 0.11% 67
2024
Q1 		– Sell
-7,749
Closed -$322K – 578
2023
Q4 		$322K Buy
+7,749
New +$298K 0.07% 172

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

Kapitalo Investimentos's WRK Position: Q3 2024 in Review

Kapitalo Investimentos sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 7,122 shares — an estimated $358K sold.

Kapitalo Investimentos first reported a position in WRK in Q4 2023 and held it in 2 quarters. The position peaked at $358K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Kapitalo Investimentos reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 7,122 WestRock Company shares in Q3 2024, an estimated $358K.
  • Kapitalo Investimentos first reported a position in WestRock Company in Q4 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's WestRock Company position peaked at $358K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.