TF
WRK

Tompkins Financial’s WestRock Company WRK Stock Holding History

Tompkins Financial’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
-780
Closed -$39.2K – 628
2024
Q2 		$39.2K Hold
780
– – ﹤0.01% 371
2024
Q1 		$38.6K Hold
780
– – ﹤0.01% 377
2023
Q4 		$32.4K Hold
780
– – ﹤0.01% 384
2023
Q3 		$27.9K Hold
780
– – ﹤0.01% 375
2023
Q2 		$22.7K Hold
780
– – ﹤0.01% 406
2023
Q1 		$23.8K Hold
780
– – ﹤0.01% 405
2022
Q4 		$27K Hold
780
– – ﹤0.01% 397
2022
Q3 		$24K Hold
780
– – ﹤0.01% 402
2022
Q2 		$31K Hold
780
– – 0.01% 378
2022
Q1 		$37K Buy
+780
New +$35.6K 0.01% 379
2015
Q4 		– Sell
-677
Closed -$31K – 545
2015
Q3 		$31K Buy
+677
New +$36.3K 0.01% 327

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 $4.82B AUM 20.19% 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

Tompkins Financial's WRK Position: Q3 2024 in Review

Tompkins Financial sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 780 shares — an estimated $39.2K sold.

Tompkins Financial first reported a position in WRK in Q3 2015 and held it in 11 quarters. The position peaked at $39.2K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Tompkins Financial reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Tompkins Financial sold 780 WestRock Company shares in Q3 2024, an estimated $39.2K.
  • Tompkins Financial first reported a position in WestRock Company in Q3 2015 and held it in 11 quarters.
  • Tompkins Financial's WestRock Company position peaked at $39.2K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Tompkins Financial's 13F filing for Q3 2024, filed 1 Nov 2024.