PP
WRK

Paloma Partners’s WestRock Company WRK Stock Holding History

Paloma Partners’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
2017
Q2 		– Sell
-24,000
Closed -$1.25M – 2494
2017
Q1 		$1.25M Hold
24,000
– – 0.02% 1103
2016
Q4 		$1.22M Buy
+24,000
New +$1.18M 0.01% 1042

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 $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Paloma Partners's WRK Position: Q3 2024 in Review

Paloma Partners sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 102,179 shares — an estimated $5.14M sold.

Paloma Partners first reported a position in WRK in Q4 2015 and held it in 26 quarters. The position peaked at $5.71M in Q4 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Paloma Partners reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 102,179 WestRock Company shares in Q3 2024, an estimated $5.14M.
  • Paloma Partners first reported a position in WestRock Company in Q4 2015 and held it in 26 quarters.
  • Paloma Partners's WestRock Company position peaked at $5.71M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.