Bank of Montreal
WRK

Bank of Montreal’s WestRock Company WRK Stock Holding History

Bank of Montreal’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
2021
Q1 		– Sell
-122,200
Closed -$5.68M – 5411
2020
Q4 		$5.68M Buy
+122,200
New +$5.04M ﹤0.01% 1319
2016
Q3 		– Sell
-3,000
Closed -$117K – 4236
2016
Q2 		$117K Buy
+3,000
New +$113K ﹤0.01% 2738

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 $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 Montreal's WRK Position: Q3 2024 in Review

Bank of Montreal sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 364,651 shares — an estimated $18.5M sold.

Bank of Montreal first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $162M in Q3 2017. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Bank of Montreal reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 364,651 WestRock Company shares in Q3 2024, an estimated $18.5M.
  • Bank of Montreal first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
  • Bank of Montreal's WestRock Company position peaked at $162M in Q3 2017.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

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