MG
WRK

Mather Group’s WestRock Company WRK Stock Holding History

Mather Group’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
-6,878
Closed -$340K – 2272
2024
Q2 		$340K Buy
6,878
+5,339
+347% +$269K ﹤0.01% 498
2024
Q1 		$63.9K Sell
1,539
-10,649
-87% -$465K ﹤0.01% 822
2023
Q4 		$506K Buy
12,188
+162
+1% +$6.23K 0.01% 351
2023
Q3 		$431K Sell
12,026
-38
-0.3% -$1.25K 0.01% 358
2023
Q2 		$351K Buy
12,064
+482
+4% +$14K 0.01% 427
2023
Q1 		$353K Sell
11,582
-643
-5% -$21.2K 0.01% 369
2022
Q4 		$430K Sell
12,225
-324
-3% -$11.3K 0.01% 337
2022
Q3 		$388K Sell
12,549
-34
-0.3% -$1.34K 0.01% 321
2022
Q2 		$501K Sell
12,583
-7,754
-38% -$365K 0.01% 249
2022
Q1 		$956K Sell
20,337
-36
-0.2% -$1.65K 0.02% 178
2021
Q4 		$904K Sell
20,373
-542
-3% -$25.5K 0.02% 160
2021
Q3 		$1.04M Sell
20,915
-2,124
-9% -$107K 0.03% 114
2021
Q2 		$1.23M Buy
23,039
+15,547
+208% +$870K 0.03% 94
2021
Q1 		$390K Buy
+7,492
New +$350K 0.01% 174

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 $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mather Group's WRK Position: Q3 2024 in Review

Mather Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 6,878 shares — an estimated $340K sold.

Mather Group first reported a position in WRK in Q1 2021 and held it in 14 quarters. The position peaked at $1.23M in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Mather Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 6,878 WestRock Company shares in Q3 2024, an estimated $340K.
  • Mather Group first reported a position in WestRock Company in Q1 2021 and held it in 14 quarters.
  • Mather Group's WestRock Company position peaked at $1.23M in Q2 2021.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.