MPWT
WRK

MassMutual Private Wealth & Trust’s WestRock Company WRK Stock Holding History

MassMutual Private Wealth & 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
-463
Closed -$23.3K – 2281
2024
Q2 		$23.3K Buy
463
+114
+33% +$5.75K ﹤0.01% 826
2024
Q1 		$17.3K Buy
349
+38
+12% +$1.66K ﹤0.01% 870
2023
Q4 		$12.9K Buy
311
+34
+12% +$1.31K ﹤0.01% 928
2023
Q3 		$9.92K Buy
277
+6
+2% +$197 ﹤0.01% 1006
2023
Q2 		$7.88K Sell
271
-81
-23% -$2.35K ﹤0.01% 1043
2023
Q1 		$10.7K Buy
352
+210
+148% +$6.93K ﹤0.01% 920
2022
Q4 		$5K Sell
142
-140
-50% -$4.88K ﹤0.01% 1023
2022
Q3 		$9K Buy
282
+231
+453% +$9.13K ﹤0.01% 794
2022
Q2 		$2K Buy
51
+36
+240% +$1.69K ﹤0.01% 1227
2022
Q1 		$1K Buy
+15
New +$685 ﹤0.01% 1469
2021
Q4 		– Sell
-43
Closed -$2K – 1502
2021
Q3 		$2K Sell
43
-7
-14% -$354 ﹤0.01% 1103
2021
Q2 		$3K Buy
50
+32
+178% +$1.79K ﹤0.01% 976
2021
Q1 		$1K Buy
+18
New +$840 ﹤0.01% 1076
2018
Q3 		– Sell
-20
Closed -$1.14K – 1128
2018
Q2 		$1.14K Buy
+20
New +$1.23K ﹤0.01% 980
2018
Q1 		– Sell
-311
Closed -$19.7K – 1094
2017
Q4 		$19.7K Buy
311
+281
+937% +$17.1K ﹤0.01% 540
2017
Q3 		$1.7K Buy
+30
New +$1.71K ﹤0.01% 938
2016
Q1 		– Sell
-34
Closed -$1.41K – 917
2015
Q4 		$1.41K Buy
+34
New +$1.55K ﹤0.01% 686

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 $20.6B AUM 34.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's WRK Position: Q3 2024 in Review

MassMutual Private Wealth & Trust sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 463 shares — an estimated $23.3K sold.

MassMutual Private Wealth & Trust first reported a position in WRK in Q4 2015 and held it in 17 quarters. The position peaked at $23.3K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • MassMutual Private Wealth & Trust reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 463 WestRock Company shares in Q3 2024, an estimated $23.3K.
  • MassMutual Private Wealth & Trust first reported a position in WestRock Company in Q4 2015 and held it in 17 quarters.
  • MassMutual Private Wealth & Trust's WestRock Company position peaked at $23.3K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.