SB
WRK

Simmons Bank’s WestRock Company WRK Stock Holding History

Simmons 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
2023
Q1 		– Sell
-6,769
Closed -$238K – 349
2022
Q4 		$238K Sell
6,769
-2,487
-27% -$86.7K 0.02% 318
2022
Q3 		$286K Sell
9,256
-2,858
-24% -$113K 0.03% 292
2022
Q2 		$483K Sell
12,114
-1,569
-11% -$73.8K 0.04% 258
2022
Q1 		$644K Sell
13,683
-1,870
-12% -$85.4K 0.05% 247
2021
Q4 		$689K Sell
15,553
-273
-2% -$12.8K 0.05% 253
2021
Q3 		$788K Sell
15,826
-679
-4% -$34.3K 0.06% 230
2021
Q2 		$879K Sell
16,505
-2,197
-12% -$123K 0.06% 228
2021
Q1 		$974K Sell
18,702
-641
-3% -$29.9K 0.07% 211
2020
Q4 		$842K Sell
19,343
-27,875
-59% -$1.15M 0.07% 220
2020
Q3 		$1.64M Buy
47,218
+4,911
+12% +$152K 0.13% 146
2020
Q2 		$1.2M Buy
42,307
+17,381
+70% +$494K 0.1% 171
2020
Q1 		$704K Buy
+24,926
New +$896K 0.06% 201

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Simmons Bank's WRK Position: Q1 2023 in Review

Simmons Bank sold out of WestRock Company (WRK) in Q1 2023, closing a stake of 6,769 shares — an estimated $238K sold.

Simmons Bank first reported a position in WRK in Q1 2020 and held it in 12 quarters. The position peaked at $1.64M in Q3 2020. 562 funds tracked by Wall St. Rank hold WRK as of Q1 2023.

  • Simmons Bank reported no remaining WestRock Company position as of Q1 2023 after selling out during the quarter.
  • Simmons Bank sold 6,769 WestRock Company shares in Q1 2023, an estimated $238K.
  • Simmons Bank first reported a position in WestRock Company in Q1 2020 and held it in 12 quarters.
  • Simmons Bank's WestRock Company position peaked at $1.64M in Q3 2020.
  • 562 funds tracked by Wall St. Rank held WestRock Company as of Q1 2023.

Based on Simmons Bank's 13F filing for Q1 2023, filed 28 Apr 2023.