Vinva Investment Management’s WestRock Company WRK Stock Holding History

Vinva 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	-9,641	Closed	-$480K	–	465
2024 Q2	$480K	Sell	9,641 -12,970	-57%	-$655K	0.02%	361
2024 Q1	$1.12M	Sell	22,611 -40,261	-64%	-$1.76M	0.06%	278
2023 Q4	$2.65M	Buy	62,872 +35,933	+133%	+$1.38M	0.18%	142
2023 Q3	$975K	Buy	+26,939	New	+$883K	0.09%	224

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Vinva Investment Management's WRK Position: Q3 2024 in Review

Vinva Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 9,641 shares — an estimated $480K sold.

Vinva Investment Management first reported a position in WRK in Q3 2023 and held it in 4 quarters. The position peaked at $2.65M in Q4 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Vinva Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Vinva Investment Management sold 9,641 WestRock Company shares in Q3 2024, an estimated $480K.
Vinva Investment Management first reported a position in WestRock Company in Q3 2023 and held it in 4 quarters.
Vinva Investment Management's WestRock Company position peaked at $2.65M in Q4 2023.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

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