Northwestern Mutual Wealth Management
WRK

Northwestern Mutual Wealth Management’s WestRock Company WRK Stock Holding History

Northwestern Mutual Wealth 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
-14,155
Closed -$711K – 3905
2024
Q2 		$711K Sell
14,155
-343
-2% -$17.3K ﹤0.01% 1134
2024
Q1 		$717K Sell
14,498
-1,634
-10% -$71.4K ﹤0.01% 1117
2023
Q4 		$670K Buy
16,132
+2,323
+17% +$89.3K ﹤0.01% 1104
2023
Q3 		$494K Sell
13,809
-2,679
-16% -$87.8K ﹤0.01% 1165
2023
Q2 		$479K Buy
16,488
+3,406
+26% +$98.8K ﹤0.01% 1169
2023
Q1 		$399K Buy
13,082
+331
+3% +$10.9K ﹤0.01% 1204
2022
Q4 		$448K Buy
12,751
+60
+0.5% +$2.09K ﹤0.01% 1134
2022
Q3 		$392K Buy
12,691
+136
+1% +$5.37K ﹤0.01% 1152
2022
Q2 		$501K Buy
12,555
+1,314
+12% +$61.8K ﹤0.01% 1049
2022
Q1 		$529K Sell
11,241
-109
-1% -$4.98K ﹤0.01% 1061
2021
Q4 		$504K Sell
11,350
-175
-2% -$8.24K ﹤0.01% 1073
2021
Q3 		$575K Buy
11,525
+1,191
+12% +$60.2K ﹤0.01% 936
2021
Q2 		$550K Sell
10,334
-158
-2% -$8.84K ﹤0.01% 947
2021
Q1 		$545K Buy
10,492
+572
+6% +$26.7K ﹤0.01% 889
2020
Q4 		$432K Buy
9,920
+984
+11% +$40.6K ﹤0.01% 878
2020
Q3 		$310K Buy
8,936
+364
+4% +$11.2K ﹤0.01% 891
2020
Q2 		$242K Sell
8,572
-1,302
-13% -$37K ﹤0.01% 902
2020
Q1 		$279K Buy
9,874
+3,790
+62% +$136K ﹤0.01% 791
2019
Q4 		$261K Buy
6,084
+1,398
+30% +$54.5K ﹤0.01% 852
2019
Q3 		$171K Buy
4,686
+986
+27% +$35.2K ﹤0.01% 951
2019
Q2 		$135K Buy
3,700
+78
+2% +$2.87K ﹤0.01% 1013
2019
Q1 		$139K Buy
3,622
+293
+9% +$11.5K ﹤0.01% 974
2018
Q4 		$126K Buy
3,329
+1,745
+110% +$77K ﹤0.01% 929
2018
Q3 		$85K Buy
1,584
+154
+11% +$8.63K ﹤0.01% 1103
2018
Q2 		$82K Buy
1,430
+307
+27% +$18.8K ﹤0.01% 1061
2018
Q1 		$72K Buy
1,123
+358
+47% +$23.6K ﹤0.01% 1064
2017
Q4 		$48K Buy
765
+46
+6% +$2.79K ﹤0.01% 1172
2017
Q3 		$41K Sell
719
-1,829
-72% -$104K ﹤0.01% 1201
2017
Q2 		$144K Buy
2,548
+509
+25% +$27.6K ﹤0.01% 761
2017
Q1 		$106K Buy
2,039
+294
+17% +$15.5K ﹤0.01% 814
2016
Q4 		$88K Buy
+1,745
New +$85.8K ﹤0.01% 854
2016
Q3 		– Sell
-845
Closed -$33K – 1620
2016
Q2 		$33K Buy
845
+533
+171% +$20K ﹤0.01% 1020
2016
Q1 		$11K Sell
312
-398
-56% -$13K ﹤0.01% 1412
2015
Q4 		$29K Buy
710
+27
+4% +$1.23K ﹤0.01% 911
2015
Q3 		$31K Buy
+683
New +$36.6K ﹤0.01% 807

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

Northwestern Mutual Wealth Management's WRK Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 14,155 shares — an estimated $711K sold.

Northwestern Mutual Wealth Management first reported a position in WRK in Q3 2015 and held it in 35 quarters. The position peaked at $717K in Q1 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 14,155 WestRock Company shares in Q3 2024, an estimated $711K.
  • Northwestern Mutual Wealth Management first reported a position in WestRock Company in Q3 2015 and held it in 35 quarters.
  • Northwestern Mutual Wealth Management's WestRock Company position peaked at $717K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.