Nisa Investment Advisors
WRK

Nisa Investment Advisors’s WestRock Company WRK Stock Holding History

Nisa Investment Advisors’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
-38,235
Closed -$1.92M – 3090
2024
Q2 		$1.92M Sell
38,235
-4,542
-11% -$229K 0.01% 714
2024
Q1 		$2.12M Sell
42,777
-1,100
-3% -$48.1K 0.01% 680
2023
Q4 		$1.82M Sell
43,877
-6,345
-13% -$244K 0.01% 681
2023
Q3 		$1.8M Buy
50,222
+5,100
+11% +$167K 0.01% 696
2023
Q2 		$1.31M Sell
45,122
-5,668
-11% -$164K 0.01% 806
2023
Q1 		$1.55M Buy
50,790
+2,267
+5% +$74.8K 0.01% 729
2022
Q4 		$1.71M Buy
48,523
+56
+0.1% +$1.95K 0.01% 775
2022
Q3 		$1.5M Buy
48,467
+8,620
+22% +$341K 0.01% 705
2022
Q2 		$1.59M Hold
39,847
– – 0.01% 695
2022
Q1 		$1.87M Sell
39,847
-200
-0.5% -$9.14K 0.01% 690
2021
Q4 		$1.85M Sell
40,047
-13,600
-25% -$640K 0.01% 661
2021
Q3 		$2.67K Sell
53,647
-100
-0.2% -$5.05K 0.02% 631
2021
Q2 		$2.86K Hold
53,747
– – 0.02% 621
2021
Q1 		$2.8K Sell
53,747
-300
-0.6% -$14K 0.02% 630
2020
Q4 		$2.35M Sell
54,047
-184,679
-77% -$7.62M 0.02% 644
2020
Q3 		$8.29M Buy
238,726
+186,779
+360% +$5.77M 0.07% 269
2020
Q2 		$1.47M Sell
51,947
-4,500
-8% -$128K 0.01% 658
2020
Q1 		$1.59M Sell
56,447
-6,320
-10% -$227K 0.02% 585
2019
Q4 		$2.69M Buy
62,767
+19,300
+44% +$753K 0.02% 540
2019
Q3 		$1.58M Buy
43,467
+6,689
+18% +$239K 0.01% 716
2019
Q2 		$1.34M Buy
36,778
+2,895
+9% +$106K 0.01% 751
2019
Q1 		$1.3M Sell
33,883
-27,500
-45% -$1.08M 0.01% 756
2018
Q4 		$2.32M Buy
61,383
+31,323
+104% +$1.38M 0.03% 531
2018
Q3 		$1.61M Sell
30,060
-800
-3% -$44.8K 0.01% 735
2018
Q2 		$1.76M Buy
30,860
+1,100
+4% +$67.5K 0.02% 642
2018
Q1 		$1.93M Buy
29,760
+900
+3% +$59.4K 0.02% 613
2017
Q4 		$1.82M Hold
28,860
– – 0.02% 629
2017
Q3 		$1.64M Buy
28,860
+200
+0.7% +$11.4K 0.02% 647
2017
Q2 		$1.6M Sell
28,660
-784
-3% -$42.5K 0.02% 662
2017
Q1 		$1.53M Hold
29,444
– – 0.02% 687
2016
Q4 		$1.5M Hold
29,444
– – 0.02% 699
2016
Q3 		$1.43M Hold
29,444
– – 0.02% 669
2016
Q2 		$1.14M Buy
29,444
+7,020
+31% +$263K 0.02% 715
2016
Q1 		$789K Buy
22,424
+2,885
+15% +$94K 0.01% 844
2015
Q4 		$803K Buy
19,539
+1,110
+6% +$50.5K 0.01% 811
2015
Q3 		$864K Buy
+18,429
New +$987K 0.01% 778

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

Nisa Investment Advisors's WRK Position: Q3 2024 in Review

Nisa Investment Advisors sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 38,235 shares — an estimated $1.92M sold.

Nisa Investment Advisors first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $8.29M in Q3 2020. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Nisa Investment Advisors reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 38,235 WestRock Company shares in Q3 2024, an estimated $1.92M.
  • Nisa Investment Advisors first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
  • Nisa Investment Advisors's WestRock Company position peaked at $8.29M in Q3 2020.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Nisa Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.