SIC
WRK

SJS Investment Consulting’s WestRock Company WRK Stock Holding History

SJS Investment Consulting’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
-47
Closed -$2.36K – 1728
2024
Q2 		$2.36K Hold
47
– – ﹤0.01% 645
2024
Q1 		$2.33K Hold
47
– – ﹤0.01% 677
2023
Q4 		$1.95K Hold
47
– – ﹤0.01% 676
2023
Q3 		$1.68K Buy
47
+7
+18% +$229 ﹤0.01% 707
2023
Q2 		$1.16K Buy
40
+12
+43% +$348 ﹤0.01% 836
2023
Q1 		$854 Sell
28
-9
-24% -$297 ﹤0.01% 956
2022
Q4 		$1.3K Sell
37
-17
-31% -$593 ﹤0.01% 824
2022
Q3 		$2K Buy
+54
New +$2.13K ﹤0.01% 571
2022
Q1 		$1K Buy
36
+6
+20% +$274 ﹤0.01% 650
2021
Q4 		$1K Buy
+30
New +$1.41K ﹤0.01% 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 $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

SJS Investment Consulting's WRK Position: Q3 2024 in Review

SJS Investment Consulting sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 47 shares — an estimated $2.36K sold.

SJS Investment Consulting first reported a position in WRK in Q4 2021 and held it in 10 quarters. The position peaked at $2.36K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • SJS Investment Consulting reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 47 WestRock Company shares in Q3 2024, an estimated $2.36K.
  • SJS Investment Consulting first reported a position in WestRock Company in Q4 2021 and held it in 10 quarters.
  • SJS Investment Consulting's WestRock Company position peaked at $2.36K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on SJS Investment Consulting's 13F filing for Q3 2024, filed 16 Oct 2024.