MOACM
WRK

Mutual of America Capital Management’s WestRock Company WRK Stock Holding History

Mutual of America Capital Management’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
-32,554
Closed -$1.64M – 1481
2024
Q2 		$1.64M Sell
32,554
-1,138
-3% -$57.4K 0.02% 937
2024
Q1 		$1.67M Sell
33,692
-614
-2% -$26.8K 0.02% 960
2023
Q4 		$1.42M Sell
34,306
-1,552
-4% -$59.7K 0.02% 998
2023
Q3 		$1.28M Sell
35,858
-978
-3% -$32.1K 0.02% 999
2023
Q2 		$1.07M Buy
36,836
+397
+1% +$11.5K 0.01% 1038
2023
Q1 		$1.11M Buy
36,439
+113
+0.3% +$3.73K 0.01% 1020
2022
Q4 		$1.28M Buy
36,326
+1,116
+3% +$38.9K 0.02% 1005
2022
Q3 		$1.09M Buy
35,210
+447
+1% +$17.7K 0.01% 1019
2022
Q2 		$1.39M Sell
34,763
-365
-1% -$17.2K 0.02% 991
2022
Q1 		$1.65M Sell
35,128
-127
-0.4% -$5.8K 0.02% 994
2021
Q4 		$1.56M Buy
35,255
+229
+0.7% +$10.8K 0.02% 1011
2021
Q3 		$1.75M Sell
35,026
-14,480
-29% -$731K 0.02% 987
2021
Q2 		$2.63M Buy
49,506
+623
+1% +$34.9K 0.03% 868
2021
Q1 		$2.54M Buy
48,883
+15,790
+48% +$737K 0.03% 859
2020
Q4 		$1.44M Sell
33,093
-1,048
-3% -$43.2K 0.02% 1007
2020
Q3 		$1.19M Sell
34,141
-16,538
-33% -$511K 0.02% 1009
2020
Q2 		$1.43M Sell
50,679
-75,497
-60% -$2.15M 0.02% 958
2020
Q1 		$3.57M Buy
126,176
+15,748
+14% +$566K 0.06% 424
2019
Q4 		$4.74M Sell
110,428
-21,815
-16% -$851K 0.06% 465
2019
Q3 		$4.82M Buy
132,243
+20,810
+19% +$743K 0.07% 416
2019
Q2 		$4.06M Buy
111,433
+3,809
+4% +$140K 0.06% 503
2019
Q1 		$4.13M Buy
107,624
+17,677
+20% +$692K 0.06% 490
2018
Q4 		$3.4M Buy
89,947
+26,706
+42% +$1.18M 0.06% 531
2018
Q3 		$3.38M Sell
63,241
-707
-1% -$39.6K 0.05% 632
2018
Q2 		$3.65M Sell
63,948
-16,665
-21% -$1.02M 0.05% 575
2018
Q1 		$5.17M Buy
80,613
+49,018
+155% +$3.24M 0.08% 353
2017
Q4 		$2M Sell
31,595
-348
-1% -$21.1K 0.03% 866
2017
Q3 		$1.81M Buy
31,943
+1,329
+4% +$75.9K 0.03% 875
2017
Q2 		$1.74M Buy
30,614
+2,325
+8% +$126K 0.03% 894
2017
Q1 		$1.47M Sell
28,289
-2,503
-8% -$132K 0.03% 947
2016
Q4 		$1.56M Sell
30,792
-519
-2% -$25.5K 0.03% 891
2016
Q3 		$1.52M Buy
31,311
+2,059
+7% +$91.9K 0.03% 870
2016
Q2 		$1.14M Sell
29,252
-254
-0.9% -$9.53K 0.02% 971
2016
Q1 		$1.04M Sell
29,506
-2,259
-7% -$73.6K 0.02% 980
2015
Q4 		$1.31M Sell
31,765
-664
-2% -$30.2K 0.03% 872
2015
Q3 		$1.5M Buy
+32,429
New +$1.74M 0.04% 796

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 $18.1B AUM 24.69% 1-Year Est. Return

Mutual of America Capital Management's WRK Position: Q3 2024 in Review

Mutual of America Capital Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 32,554 shares — an estimated $1.64M sold.

Mutual of America Capital Management first reported a position in WRK in Q3 2015 and held it in 36 quarters. The position peaked at $5.17M in Q1 2018. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Mutual of America Capital Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Mutual of America Capital Management sold 32,554 WestRock Company shares in Q3 2024, an estimated $1.64M.
  • Mutual of America Capital Management first reported a position in WestRock Company in Q3 2015 and held it in 36 quarters.
  • Mutual of America Capital Management's WestRock Company position peaked at $5.17M in Q1 2018.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Mutual of America Capital Management's 13F filing for Q3 2024, filed 6 Nov 2024.