UB
WRK

UMB Bank’s WestRock Company WRK Stock Holding History

UMB 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
-361
Closed -$18.1K – 2215
2024
Q2 		$18.1K Buy
361
+355
+5,917% +$17.9K ﹤0.01% 1095
2024
Q1 		$297 Buy
+6
New +$262 ﹤0.01% 2088
2023
Q1 		– Sell
-435
Closed -$15K – 1801
2022
Q4 		$15K Buy
435
+399
+1,108% +$13.9K ﹤0.01% 1198
2022
Q3 		$1K Sell
36
-112
-76% -$4.42K ﹤0.01% 1722
2022
Q2 		$6K Hold
148
– – ﹤0.01% 1556
2022
Q1 		$7K Sell
148
-4
-3% -$183 ﹤0.01% 1603
2021
Q4 		$7K Buy
+152
New +$7.15K ﹤0.01% 1562

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 $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UMB Bank's WRK Position: Q3 2024 in Review

UMB Bank sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 361 shares — an estimated $18.1K sold.

UMB Bank first reported a position in WRK in Q4 2021 and held it in 7 quarters. The position peaked at $18.1K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • UMB Bank reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • UMB Bank sold 361 WestRock Company shares in Q3 2024, an estimated $18.1K.
  • UMB Bank first reported a position in WestRock Company in Q4 2021 and held it in 7 quarters.
  • UMB Bank's WestRock Company position peaked at $18.1K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.