RIL
WRK

Rothschild Investment LLC’s WestRock Company WRK Stock Holding History

Rothschild Investment LLC’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
-2,575
Closed -$129K – 3012
2024
Q2 		$129K Buy
2,575
+1,870
+265% +$94.4K 0.01% 576
2024
Q1 		$34.9K Buy
705
+10
+1% +$437 ﹤0.01% 804
2023
Q4 		$28.9K Buy
+695
New +$26.7K ﹤0.01% 775

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 $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

Rothschild Investment LLC's WRK Position: Q3 2024 in Review

Rothschild Investment LLC sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 2,575 shares — an estimated $129K sold.

Rothschild Investment LLC first reported a position in WRK in Q4 2023 and held it in 3 quarters. The position peaked at $129K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Rothschild Investment LLC reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 2,575 WestRock Company shares in Q3 2024, an estimated $129K.
  • Rothschild Investment LLC first reported a position in WestRock Company in Q4 2023 and held it in 3 quarters.
  • Rothschild Investment LLC's WestRock Company position peaked at $129K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Rothschild Investment LLC's 13F filing for Q3 2024, filed 18 Oct 2024.