TI
WRK

Tidal Investments’s WestRock Company WRK Stock Holding History

Tidal Investments’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
-37,046
Closed -$1.86M – 2021
2024
Q2 		$1.86M Sell
37,046
-5,844
-14% -$295K 0.03% 584
2024
Q1 		$2.12M Buy
42,890
+32,854
+327% +$1.44M 0.04% 510
2023
Q4 		$417K Sell
10,036
-7,888
-44% -$303K 0.01% 1022
2023
Q3 		$642K Buy
17,924
+8,210
+85% +$269K 0.02% 728
2023
Q2 		$282K Buy
9,714
+77
+0.8% +$2.23K 0.01% 1066
2023
Q1 		$294K Sell
9,637
-5,369
-36% -$177K 0.01% 1012
2022
Q4 		$528K Buy
15,006
+4,283
+40% +$149K 0.02% 650
2022
Q3 		$331K Buy
+10,723
New +$424K 0.01% 703
2022
Q2 		– Sell
-36,233
Closed -$1.7M – 1208
2022
Q1 		$1.7M Buy
36,233
+29,894
+472% +$1.37M 0.05% 276
2021
Q4 		$281K Buy
+6,339
New +$298K 0.01% 782

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

Tidal Investments's WRK Position: Q3 2024 in Review

Tidal Investments sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 37,046 shares — an estimated $1.86M sold.

Tidal Investments first reported a position in WRK in Q4 2021 and held it in 10 quarters. The position peaked at $2.12M in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Tidal Investments reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Tidal Investments sold 37,046 WestRock Company shares in Q3 2024, an estimated $1.86M.
  • Tidal Investments first reported a position in WestRock Company in Q4 2021 and held it in 10 quarters.
  • Tidal Investments's WestRock Company position peaked at $2.12M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Tidal Investments's 13F filing for Q3 2024, filed 14 Nov 2024.