TCIM
WRK

TOMS Capital Investment Management’s WestRock Company WRK Stock Holding History

TOMS Capital Investment Management’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
-1,722,900
Closed -$89.1M – 39
2024
Q2 		$89.1M Buy
+1,722,900
New +$87M 3.34% 11

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 $8.83B AUM 38.5% 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

TOMS Capital Investment Management's WRK Position: Q3 2024 in Review

TOMS Capital Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 1,722,900 shares — an estimated $89.1M sold.

TOMS Capital Investment Management first reported a position in WRK in Q2 2024 and held it in 1 quarter. The position peaked at $89.1M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • TOMS Capital Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • TOMS Capital Investment Management sold 1,722,900 WestRock Company shares in Q3 2024, an estimated $89.1M.
  • TOMS Capital Investment Management first reported a position in WestRock Company in Q2 2024 and held it in 1 quarter.
  • TOMS Capital Investment Management's WestRock Company position peaked at $89.1M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on TOMS Capital Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.