TLCM
WRK

Twin Lakes Capital Management’s WestRock Company WRK Stock Holding History

Twin Lakes Capital 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
-981
Closed -$49.3K – 254
2024
Q2 		$49.3K Hold
981
– – 0.03% 140
2024
Q1 		$48.5K Hold
981
– – 0.03% 142
2023
Q4 		$40.7K Hold
981
– – 0.03% 146
2023
Q3 		$35.1K Hold
981
– – 0.03% 148
2023
Q2 		$28.5K Hold
981
– – 0.02% 161
2023
Q1 		$29.9K Hold
981
– – 0.02% 155
2022
Q4 		$34.5K Sell
981
-400
-29% -$13.9K 0.03% 148
2022
Q3 		$43K Buy
+1,381
New +$54.6K 0.03% 144
2022
Q2 		– Sell
-1,381
Closed -$65K – 295
2022
Q1 		$65K Hold
1,381
– – 0.04% 142
2021
Q4 		$61K Hold
1,381
– – 0.03% 146
2021
Q3 		$69K Buy
+1,381
New +$69.8K 0.04% 134

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

Twin Lakes Capital Management's WRK Position: Q3 2024 in Review

Twin Lakes Capital Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 981 shares — an estimated $49.3K sold.

Twin Lakes Capital Management first reported a position in WRK in Q3 2021 and held it in 11 quarters. The position peaked at $69K in Q3 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Twin Lakes Capital Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Twin Lakes Capital Management sold 981 WestRock Company shares in Q3 2024, an estimated $49.3K.
  • Twin Lakes Capital Management first reported a position in WestRock Company in Q3 2021 and held it in 11 quarters.
  • Twin Lakes Capital Management's WestRock Company position peaked at $69K in Q3 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Twin Lakes Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.