Sandy Spring Bank’s WestRock Company WRK Stock Holding History

Sandy Spring Bank’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	-235	Closed	-$11.8K	–	1334
2024 Q2	$11.8K	Hold	235	–	–	﹤0.01%	852
2024 Q1	$11.6K	Hold	235	–	–	﹤0.01%	832
2023 Q4	$9.76K	Hold	235	–	–	﹤0.01%	820
2023 Q3	$8.41K	Hold	235	–	–	﹤0.01%	842
2023 Q2	$6.83K	Hold	235	–	–	﹤0.01%	908
2023 Q1	$7.16K	Hold	235	–	–	﹤0.01%	882
2022 Q4	$8.26K	Hold	235	–	–	﹤0.01%	849
2022 Q3	$7K	Hold	235	–	–	﹤0.01%	879
2022 Q2	$9K	Hold	235	–	–	﹤0.01%	864
2022 Q1	$11K	Hold	235	–	–	﹤0.01%	846
2021 Q4	$10K	Hold	235	–	–	﹤0.01%	915
2021 Q3	$12K	Hold	235	–	–	﹤0.01%	854
2021 Q2	$13K	Hold	235	–	–	﹤0.01%	859
2021 Q1	$12K	Buy	+235	New	+$11K	﹤0.01%	764
2019 Q1	–	Sell	-48	Closed	-$2K	–	811
2018 Q4	$2K	Hold	48	–	–	﹤0.01%	754
2018 Q3	$3K	Hold	48	–	–	﹤0.01%	744
2018 Q2	$3K	Hold	48	–	–	﹤0.01%	735
2018 Q1	$3K	Hold	48	–	–	﹤0.01%	790
2017 Q4	$3K	Hold	48	–	–	﹤0.01%	791
2017 Q3	$3K	Hold	48	–	–	﹤0.01%	780
2017 Q2	$3K	Hold	48	–	–	﹤0.01%	800
2017 Q1	$2K	Hold	48	–	–	﹤0.01%	807
2016 Q4	$2K	Hold	48	–	–	﹤0.01%	825
2016 Q3	$2K	Hold	48	–	–	﹤0.01%	807
2016 Q2	$2K	Sell	48 -5	-9%	-$188	﹤0.01%	863
2016 Q1	$2K	Hold	53	–	–	﹤0.01%	903
2015 Q4	$2K	Sell	53 -76	-59%	-$3.46K	﹤0.01%	879
2015 Q3	$6K	Buy	+129	New	+$6.91K	﹤0.01%	752

Other funds holding WRK

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Sandy Spring Bank's WRK Position: Q3 2024 in Review

Sandy Spring Bank sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 235 shares — an estimated $11.8K sold.

Sandy Spring Bank first reported a position in WRK in Q3 2015 and held it in 28 quarters. The position peaked at $13K in Q2 2021. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

Sandy Spring Bank reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
Sandy Spring Bank sold 235 WestRock Company shares in Q3 2024, an estimated $11.8K.
Sandy Spring Bank first reported a position in WestRock Company in Q3 2015 and held it in 28 quarters.
Sandy Spring Bank's WestRock Company position peaked at $13K in Q2 2021.
6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.