BMSSC
WRK

B. Metzler seel. Sohn & Co’s WestRock Company WRK Stock Holding History

B. Metzler seel. Sohn & Co’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
-5,747
Closed -$289K – 792
2024
Q2 		$289K Buy
5,747
+357
+7% +$18K ﹤0.01% 709
2024
Q1 		$267K Hold
5,390
– – ﹤0.01% 713
2023
Q4 		$224K Buy
+5,390
New +$207K ﹤0.01% 733
2022
Q4 		– Sell
-11,484
Closed -$355K – 761
2022
Q3 		$355K Sell
11,484
-642
-5% -$25.4K 0.01% 600
2022
Q2 		$483K Buy
12,126
+6,736
+125% +$317K 0.01% 560
2022
Q1 		$253K Sell
5,390
-6,248
-54% -$285K ﹤0.01% 720
2021
Q4 		$515K Sell
11,638
-10,752
-48% -$506K 0.01% 555
2021
Q3 		$1.11M Sell
22,390
-8,865
-28% -$448K 0.02% 414
2021
Q2 		$1.66M Sell
31,255
-48,077
-61% -$2.69M 0.02% 336
2021
Q1 		$4.13M Buy
79,332
+791
+1% +$36.9K 0.07% 179
2020
Q4 		$3.58M Buy
+78,541
New +$3.24M 0.07% 177

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

B. Metzler seel. Sohn & Co's WRK Position: Q3 2024 in Review

B. Metzler seel. Sohn & Co sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 5,747 shares — an estimated $289K sold.

B. Metzler seel. Sohn & Co first reported a position in WRK in Q4 2020 and held it in 11 quarters. The position peaked at $4.13M in Q1 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • B. Metzler seel. Sohn & Co reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 5,747 WestRock Company shares in Q3 2024, an estimated $289K.
  • B. Metzler seel. Sohn & Co first reported a position in WestRock Company in Q4 2020 and held it in 11 quarters.
  • B. Metzler seel. Sohn & Co's WestRock Company position peaked at $4.13M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2024, filed 8 Nov 2024.