Kayne Anderson Rudnick Investment Management
WRK

Kayne Anderson Rudnick Investment Management’s WestRock Company WRK Stock Holding History

Kayne Anderson Rudnick 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
-54
Closed -$2.75K – 1045
2024
Q2 		$2.75K Hold
54
– – ﹤0.01% 741
2024
Q1 		$2.7K Sell
54
-2
-4% -$87 ﹤0.01% 736
2023
Q4 		$2.35K Buy
56
+54
+2,700% +$2.08K ﹤0.01% 737
2023
Q3 		$72 Hold
2
– – ﹤0.01% 861
2023
Q2 		$58 Hold
2
– – ﹤0.01% 864
2023
Q1 		$61 Buy
+2
New +$66 ﹤0.01% 767

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 $8.83B AUM 38.5% 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

Kayne Anderson Rudnick Investment Management's WRK Position: Q3 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 54 shares — an estimated $2.75K sold.

Kayne Anderson Rudnick Investment Management first reported a position in WRK in Q1 2023 and held it in 6 quarters. The position peaked at $2.75K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 54 WestRock Company shares in Q3 2024, an estimated $2.75K.
  • Kayne Anderson Rudnick Investment Management first reported a position in WestRock Company in Q1 2023 and held it in 6 quarters.
  • Kayne Anderson Rudnick Investment Management's WestRock Company position peaked at $2.75K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.