PFM
WRK

Patton Fund Management’s WestRock Company WRK Stock Holding History

Patton Fund 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
-66,482
Closed -$3.34M – 95
2024
Q2 		$3.34M Buy
+66,482
New +$3.36M 0.7% 70

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

Patton Fund Management's WRK Position: Q3 2024 in Review

Patton Fund Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 66,482 shares — an estimated $3.34M sold.

Patton Fund Management first reported a position in WRK in Q2 2024 and held it in 1 quarter. The position peaked at $3.34M in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Patton Fund Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Patton Fund Management sold 66,482 WestRock Company shares in Q3 2024, an estimated $3.34M.
  • Patton Fund Management first reported a position in WestRock Company in Q2 2024 and held it in 1 quarter.
  • Patton Fund Management's WestRock Company position peaked at $3.34M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Patton Fund Management's 13F filing for Q3 2024, filed 16 Oct 2024.