BWAM
WRK

Boyd Watterson Asset Management’s WestRock Company WRK Stock Holding History

Boyd Watterson Asset Management’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
-23
Closed -$1.16K – 448
2024
Q2 		$1.16K Hold
23
– – ﹤0.01% 417
2024
Q1 		$1.14K Hold
23
– – ﹤0.01% 419
2023
Q4 		$955 Hold
23
– – ﹤0.01% 401
2023
Q3 		$823 Hold
23
– – ﹤0.01% 400
2023
Q2 		$669 Hold
23
– – ﹤0.01% 405
2023
Q1 		$701 Hold
23
– – ﹤0.01% 403
2022
Q4 		$809 Buy
+23
New +$802 ﹤0.01% 401

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

Boyd Watterson Asset Management's WRK Position: Q3 2024 in Review

Boyd Watterson Asset Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 23 shares — an estimated $1.16K sold.

Boyd Watterson Asset Management first reported a position in WRK in Q4 2022 and held it in 7 quarters. The position peaked at $1.16K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Boyd Watterson Asset Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 23 WestRock Company shares in Q3 2024, an estimated $1.16K.
  • Boyd Watterson Asset Management first reported a position in WestRock Company in Q4 2022 and held it in 7 quarters.
  • Boyd Watterson Asset Management's WestRock Company position peaked at $1.16K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Boyd Watterson Asset Management's 13F filing for Q3 2024, filed 22 Oct 2024.