WI
WRK

Wahed Invest’s WestRock Company WRK Stock Holding History

Wahed Invest’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
-5,514
Closed -$277K – 244
2024
Q2 		$277K Buy
5,514
+644
+13% +$32.5K 0.06% 188
2024
Q1 		$241K Buy
4,870
+536
+12% +$23.4K 0.05% 195
2023
Q4 		$180K Buy
4,334
+361
+9% +$13.9K 0.05% 201
2023
Q3 		$142K Buy
3,973
+327
+9% +$10.7K 0.05% 214
2023
Q2 		$106K Buy
3,646
+311
+9% +$9.02K 0.04% 219
2023
Q1 		$102K Buy
3,335
+46
+1% +$1.52K 0.04% 215
2022
Q4 		$116K Buy
3,289
+109
+3% +$3.8K 0.06% 203
2022
Q3 		$98K Buy
3,180
+471
+17% +$18.6K 0.06% 206
2022
Q2 		$108K Buy
+2,709
New +$127K 0.07% 201
2022
Q1 		– Sell
-3,156
Closed -$140K – 243
2021
Q4 		$140K Buy
+3,156
New +$149K 0.08% 195

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

Wahed Invest's WRK Position: Q3 2024 in Review

Wahed Invest sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 5,514 shares — an estimated $277K sold.

Wahed Invest first reported a position in WRK in Q4 2021 and held it in 10 quarters. The position peaked at $277K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Wahed Invest reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Wahed Invest sold 5,514 WestRock Company shares in Q3 2024, an estimated $277K.
  • Wahed Invest first reported a position in WestRock Company in Q4 2021 and held it in 10 quarters.
  • Wahed Invest's WestRock Company position peaked at $277K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Wahed Invest's 13F filing for Q3 2024, filed 14 Nov 2024.