NIM
WRK

NEOS Investment Management’s WestRock Company WRK Stock Holding History

NEOS 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
-7,077
Closed -$356K – 588
2024
Q2 		$356K Buy
7,077
+1,992
+39% +$101K 0.01% 506
2024
Q1 		$251K Buy
+5,085
New +$222K 0.02% 518

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 $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

NEOS Investment Management's WRK Position: Q3 2024 in Review

NEOS Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 7,077 shares — an estimated $356K sold.

NEOS Investment Management first reported a position in WRK in Q1 2024 and held it in 2 quarters. The position peaked at $356K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • NEOS Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • NEOS Investment Management sold 7,077 WestRock Company shares in Q3 2024, an estimated $356K.
  • NEOS Investment Management first reported a position in WestRock Company in Q1 2024 and held it in 2 quarters.
  • NEOS Investment Management's WestRock Company position peaked at $356K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

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