Farmers & Merchants Investments Inc’s WestRock Company WRK Stock Holding History

Farmers & Merchants Investments Inc’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	-3,720	Closed	-$187K	–	1811
2024 Q2	$187K	Hold	3,720	–	–	0.01%	306
2024 Q1	$184K	Hold	3,720	–	–	0.01%	297
2023 Q4	$154K	Buy	3,720 +200	+6%	+$7.69K	0.01%	301
2023 Q3	$126K	Hold	3,520	–	–	﹤0.01%	312
2023 Q2	$102K	Hold	3,520	–	–	﹤0.01%	340
2023 Q1	$107K	Hold	3,520	–	–	﹤0.01%	330
2022 Q4	$124K	Hold	3,520	–	–	0.01%	317
2022 Q3	$109K	Buy	3,520 +33	+0.9%	+$1.3K	﹤0.01%	324
2022 Q2	$139K	Hold	3,487	–	–	0.01%	303
2022 Q1	$164K	Hold	3,487	–	–	0.01%	299
2021 Q4	$155K	Hold	3,487	–	–	0.01%	306
2021 Q3	$174K	Hold	3,487	–	–	0.01%	288
2021 Q2	$186K	Hold	3,487	–	–	0.01%	244
2021 Q1	$181K	Hold	3,487	–	–	0.01%	235
2020 Q4	$152K	Hold	3,487	–	–	0.01%	242
2020 Q3	$121K	Hold	3,487	–	–	0.01%	253
2020 Q2	$99K	Buy	3,487 +10	+0.3%	+$284	0.01%	259
2020 Q1	$98K	Hold	3,477	–	–	0.01%	247
2019 Q4	$149K	Buy	3,477 +5	+0.1%	+$195	0.01%	238
2019 Q3	$127K	Hold	3,472	–	–	0.01%	250
2019 Q2	$127K	Buy	3,472 +7	+0.2%	+$257	0.01%	253
2019 Q1	$133K	Buy	3,465 +23	+0.7%	+$900	0.01%	247
2018 Q4	$130K	Hold	3,442	–	–	0.01%	241
2018 Q3	$184K	Buy	3,442 +4	+0.1%	+$224	0.01%	230
2018 Q2	$196K	Hold	3,438	–	–	0.01%	231
2018 Q1	$221K	Hold	3,438	–	–	0.02%	227
2017 Q4	$217K	Hold	3,438	–	–	0.02%	235
2017 Q3	$195K	Buy	3,438 +38	+1%	+$2.17K	0.02%	235
2017 Q2	$193K	Hold	3,400	–	–	0.02%	236
2017 Q1	$177K	Hold	3,400	–	–	0.02%	239
2016 Q4	$173K	Hold	3,400	–	–	0.02%	253
2016 Q3	$165K	Hold	3,400	–	–	0.02%	224
2016 Q2	$132K	Sell	3,400 -374	-10%	-$14K	0.01%	220
2016 Q1	$133K	Hold	3,774	–	–	0.02%	218
2015 Q4	$155K	Hold	3,774	–	–	0.02%	226
2015 Q3	$175K	Buy	+3,774	New	+$202K	0.02%	205

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

Farmers & Merchants Investments Inc's WRK Position: Q3 2024 in Review

Farmers & Merchants Investments Inc sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 3,720 shares — an estimated $187K sold.

Farmers & Merchants Investments Inc first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $221K in Q1 2018. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Farmers & Merchants Investments Inc reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 3,720 WestRock Company shares in Q3 2024, an estimated $187K.
Farmers & Merchants Investments Inc first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
Farmers & Merchants Investments Inc's WestRock Company position peaked at $221K in Q1 2018.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2024, filed 25 Oct 2024.