LC
WRK

Lindbrook Capital’s WestRock Company WRK Stock Holding History

Lindbrook Capital’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
-704
Closed -$35.4K – 2946
2024
Q2 		$35.4K Buy
704
+91
+15% +$4.59K ﹤0.01% 942
2024
Q1 		$30.3K Buy
613
+10
+2% +$437 ﹤0.01% 1004
2023
Q4 		$25K Buy
603
+156
+35% +$6K ﹤0.01% 1061
2023
Q3 		$16K Buy
447
+154
+53% +$5.05K ﹤0.01% 1175
2023
Q2 		$8.52K Sell
293
-287
-49% -$8.33K ﹤0.01% 1565
2023
Q1 		$17.7K Buy
580
+245
+73% +$8.09K ﹤0.01% 1133
2022
Q4 		$11.8K Buy
335
+60
+22% +$2.09K ﹤0.01% 1355
2022
Q3 		$8K Buy
275
+133
+94% +$5.25K ﹤0.01% 1462
2022
Q2 		$6K Buy
142
+60
+73% +$2.82K ﹤0.01% 1508
2022
Q1 		$4K Buy
82
+35
+74% +$1.6K ﹤0.01% 1761
2021
Q4 		$2K Sell
47
-11
-19% -$518 ﹤0.01% 1846
2021
Q3 		$3K Hold
58
– – ﹤0.01% 1465
2021
Q2 		$3K Hold
58
– – ﹤0.01% 1526
2021
Q1 		$3K Buy
58
+11
+23% +$513 ﹤0.01% 1483
2020
Q4 		$2K Hold
47
– – ﹤0.01% 1536
2020
Q3 		$2K Buy
47
+16
+52% +$494 ﹤0.01% 1465
2020
Q2 		$1K Sell
31
-126
-80% -$3.58K ﹤0.01% 1659
2020
Q1 		$4K Buy
157
+14
+10% +$503 ﹤0.01% 1129
2019
Q4 		$6K Hold
143
– – ﹤0.01% 1080
2019
Q3 		$5K Sell
143
-314
-69% -$11.2K ﹤0.01% 1086
2019
Q2 		$16K Sell
457
-116
-20% -$4.26K 0.01% 768
2019
Q1 		$21K Sell
573
-32
-5% -$1.25K 0.01% 689
2018
Q4 		$22K Buy
+605
New +$26.7K 0.01% 585

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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lindbrook Capital's WRK Position: Q3 2024 in Review

Lindbrook Capital sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 704 shares — an estimated $35.4K sold.

Lindbrook Capital first reported a position in WRK in Q4 2018 and held it in 23 quarters. The position peaked at $35.4K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Lindbrook Capital reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Lindbrook Capital sold 704 WestRock Company shares in Q3 2024, an estimated $35.4K.
  • Lindbrook Capital first reported a position in WestRock Company in Q4 2018 and held it in 23 quarters.
  • Lindbrook Capital's WestRock Company position peaked at $35.4K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.