YIH
WRK

Y-Intercept (HK)’s WestRock Company WRK Stock Holding History

Y-Intercept (HK)’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
-5,622
Closed -$283K – 1929
2024
Q2 		$283K Buy
+5,622
New +$284K 0.02% 1047
2023
Q3 		– Sell
-22,822
Closed -$663K – 1741
2023
Q2 		$663K Buy
22,822
+9,285
+69% +$269K 0.07% 451
2023
Q1 		$412K Buy
+13,537
New +$447K 0.05% 630
2022
Q4 		– Sell
-12,452
Closed -$385K – 1432
2022
Q3 		$385K Sell
12,452
-776
-6% -$30.7K 0.04% 631
2022
Q2 		$527K Buy
13,228
+6,866
+108% +$323K 0.07% 411
2022
Q1 		$299K Buy
+6,362
New +$291K 0.07% 446
2021
Q3 		– Sell
-8,770
Closed -$467K – 974
2021
Q2 		$467K Buy
+8,770
New +$491K 0.12% 283

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

Y-Intercept (HK)'s WRK Position: Q3 2024 in Review

Y-Intercept (HK) sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 5,622 shares — an estimated $283K sold.

Y-Intercept (HK) first reported a position in WRK in Q2 2021 and held it in 7 quarters. The position peaked at $663K in Q2 2023. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Y-Intercept (HK) reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Y-Intercept (HK) sold 5,622 WestRock Company shares in Q3 2024, an estimated $283K.
  • Y-Intercept (HK) first reported a position in WestRock Company in Q2 2021 and held it in 7 quarters.
  • Y-Intercept (HK)'s WestRock Company position peaked at $663K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Y-Intercept (HK)'s 13F filing for Q3 2024, filed 15 Nov 2024.