WBG
WRK

Wharton Business Group’s WestRock Company WRK Stock Holding History

Wharton Business Group’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
-127,586
Closed -$6.41M – 149
2024
Q2 		$6.41M Sell
127,586
-1,130
-0.9% -$57K 0.33% 50
2024
Q1 		$6.37M Buy
128,716
+54,909
+74% +$2.4M 0.31% 50
2023
Q4 		$3.06M Sell
73,807
-58,170
-44% -$2.24M 0.15% 61
2023
Q3 		$4.72M Buy
131,977
+5,310
+4% +$174K 0.26% 57
2023
Q2 		$3.68M Buy
126,667
+5,273
+4% +$153K 0.24% 51
2023
Q1 		$3.7M Buy
121,394
+4,453
+4% +$147K 0.22% 56
2022
Q4 		$4.11M Buy
116,941
+6,260
+6% +$218K 0.24% 57
2022
Q3 		$3.42M Buy
110,681
+12,300
+13% +$486K 0.23% 56
2022
Q2 		$3.92M Buy
+98,381
New +$4.63M 0.26% 53
2016
Q4 		– Sell
-51,420
Closed -$2.49M – 118
2016
Q3 		$2.49M Sell
51,420
-26,880
-34% -$1.2M 0.31% 55
2016
Q2 		$3.04M Sell
78,300
-9,227
-11% -$346K 0.36% 55
2016
Q1 		$3.08M Sell
87,527
-4,567
-5% -$149K 0.34% 54
2015
Q4 		$3.79M Buy
+92,094
New +$4.19M 0.37% 53

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

Wharton Business Group's WRK Position: Q3 2024 in Review

Wharton Business Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 127,586 shares — an estimated $6.41M sold.

Wharton Business Group first reported a position in WRK in Q4 2015 and held it in 13 quarters. The position peaked at $6.41M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Wharton Business Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Wharton Business Group sold 127,586 WestRock Company shares in Q3 2024, an estimated $6.41M.
  • Wharton Business Group first reported a position in WestRock Company in Q4 2015 and held it in 13 quarters.
  • Wharton Business Group's WestRock Company position peaked at $6.41M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Wharton Business Group's 13F filing for Q3 2024, filed 7 Nov 2024.