FUBT
WRK

First United Bank & Trust’s WestRock Company WRK Stock Holding History

First United Bank & Trust’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
-983
Closed -$49.4K – 406
2024
Q2 		$49.4K Hold
983
– – 0.02% 227
2024
Q1 		$48.6K Sell
983
-60
-6% -$2.62K 0.02% 240
2023
Q4 		$43.3K Buy
+1,043
New +$40.1K 0.02% 247
2022
Q1 		– Sell
-5,400
Closed -$240K – 171
2021
Q4 		$240K Sell
5,400
-286
-5% -$13.5K 0.09% 151
2021
Q3 		$283K Buy
+5,686
New +$287K 0.12% 136
2018
Q4 		– Sell
-4,047
Closed -$216K – 128
2018
Q3 		$216K Hold
4,047
– – 0.14% 115
2018
Q2 		$231K Sell
4,047
-454
-10% -$27.8K 0.15% 105
2018
Q1 		$289K Hold
4,501
– – 0.19% 95
2017
Q4 		$284K Hold
4,501
– – 0.19% 99
2017
Q3 		$255K Sell
4,501
-1,000
-18% -$57.1K 0.17% 101
2017
Q2 		$312K Buy
5,501
+1,000
+22% +$54.2K 0.21% 95
2017
Q1 		$234K Sell
4,501
-43
-0.9% -$2.27K 0.16% 103
2016
Q4 		$231K Sell
4,544
-78
-2% -$3.83K 0.17% 101
2016
Q3 		$224K Buy
+4,622
New +$206K 0.19% 92
2016
Q1 		– Sell
-5,224
Closed -$215K – 97
2015
Q4 		$215K Sell
5,224
-480
-8% -$21.9K 0.19% 89
2015
Q3 		$264K Buy
+5,704
New +$306K 0.26% 83

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 $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

First United Bank & Trust's WRK Position: Q3 2024 in Review

First United Bank & Trust sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 983 shares — an estimated $49.4K sold.

First United Bank & Trust first reported a position in WRK in Q3 2015 and held it in 16 quarters. The position peaked at $312K in Q2 2017. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • First United Bank & Trust reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • First United Bank & Trust sold 983 WestRock Company shares in Q3 2024, an estimated $49.4K.
  • First United Bank & Trust first reported a position in WestRock Company in Q3 2015 and held it in 16 quarters.
  • First United Bank & Trust's WestRock Company position peaked at $312K in Q2 2017.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on First United Bank & Trust's 13F filing for Q3 2024, filed 15 Oct 2024.