HPC
WRK

HM Payson & Co’s WestRock Company WRK Stock Holding History

HM Payson & Co’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
-350
Closed -$17.6K – 1186
2024
Q2 		$17.6K Sell
350
-11
-3% -$555 ﹤0.01% 780
2024
Q1 		$17.9K Sell
361
-139
-28% -$6.07K ﹤0.01% 763
2023
Q4 		$20.8K Hold
500
– – ﹤0.01% 732
2023
Q3 		$17.9K Hold
500
– – ﹤0.01% 757
2023
Q2 		$14.5K Hold
500
– – ﹤0.01% 765
2023
Q1 		$15.2K Sell
500
-150
-23% -$4.95K ﹤0.01% 754
2022
Q4 		$22.9K Buy
650
+150
+30% +$5.23K ﹤0.01% 658
2022
Q3 		$15K Sell
500
-150
-23% -$5.92K ﹤0.01% 747
2022
Q2 		$26K Hold
650
– – ﹤0.01% 677
2022
Q1 		$31K Sell
650
-521
-44% -$23.8K ﹤0.01% 671
2021
Q4 		$52K Sell
1,171
-1,799
-61% -$84.7K ﹤0.01% 599
2021
Q3 		$148K Sell
2,970
-199
-6% -$10.1K ﹤0.01% 431
2021
Q2 		$169K Buy
3,169
+1
+0% +$56 ﹤0.01% 412
2021
Q1 		$165K Sell
3,168
-649
-17% -$30.3K ﹤0.01% 419
2020
Q4 		$166K Sell
3,817
-2,099
-35% -$86.6K ﹤0.01% 411
2020
Q3 		$206K Sell
5,916
-598
-9% -$18.5K 0.01% 350
2020
Q2 		$184K Sell
6,514
-2,399
-27% -$68.2K 0.01% 354
2020
Q1 		$252K Buy
8,913
+1,003
+13% +$36.1K 0.01% 287
2019
Q4 		$339K Sell
7,910
-2,098
-21% -$81.8K 0.01% 311
2019
Q3 		$365K Sell
10,008
-2,519
-20% -$90K 0.01% 297
2019
Q2 		$457K Sell
12,527
-275
-2% -$10.1K 0.02% 277
2019
Q1 		$491K Buy
+12,802
New +$501K 0.02% 204

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

HM Payson & Co's WRK Position: Q3 2024 in Review

HM Payson & Co sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 350 shares — an estimated $17.6K sold.

HM Payson & Co first reported a position in WRK in Q1 2019 and held it in 22 quarters. The position peaked at $491K in Q1 2019. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • HM Payson & Co reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 350 WestRock Company shares in Q3 2024, an estimated $17.6K.
  • HM Payson & Co first reported a position in WestRock Company in Q1 2019 and held it in 22 quarters.
  • HM Payson & Co's WestRock Company position peaked at $491K in Q1 2019.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.