Bank of America’s WestRock Company WRK Stock Holding History

Bank of America’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
2020 Q3	–	Sell	-134,300	Closed	-$3.79M	–	7251
2020 Q2	$3.79M	Hold	134,300	–	–	﹤0.01%	3093
2020 Q1	$3.79M	Sell	134,300 -10,000	-7%	-$359K	﹤0.01%	2918
2019 Q4	$6.19M	Buy	144,300 +134,300	+1,343%	+$5.24M	﹤0.01%	3039
2019 Q3	$365K	Sell	10,000 -175,000	-95%	-$6.25M	﹤0.01%	5292
2019 Q2	$6.75M	Buy	+185,000	New	+$6.8M	﹤0.01%	2935

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 $8.83B AUM 38.5% 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

Bank of America's WRK Position: Q3 2024 in Review

Bank of America sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 2,408,708 shares — an estimated $121M sold.

Bank of America first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $121M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Bank of America reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Bank of America sold 2,408,708 WestRock Company shares in Q3 2024, an estimated $121M.
Bank of America first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
Bank of America's WestRock Company position peaked at $121M in Q2 2024.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Bank of America's 13F filing for Q3 2024, filed 14 Nov 2024.