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Alera Investment Advisors’s Westrock Coffee WEST Stock Holding History

Alera Investment Advisors’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$81.6K Sell
12,548
-9,475
-43% -$83.3K 0.01% 290
2024
Q2 		$225K Buy
+22,023
New +$226K 0.03% 241

Other funds holding WEST

SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's WEST Position: Q3 2024 in Review

Alera Investment Advisors reduced its Westrock Coffee (WEST) stake by 43% in Q3 2024, selling an estimated $83.3K and leaving 12,548 shares worth $81.6K. The position accounts for 0.01% of the portfolio, ranked #290.

Alera Investment Advisors first reported a position in WEST in Q2 2024 and has held it in 2 quarters since. The position peaked at $225K in Q2 2024. 114 funds tracked by Wall St. Rank hold WEST as of Q3 2024.

  • Alera Investment Advisors held 12,548 shares of Westrock Coffee worth $81.6K as of Q3 2024.
  • Alera Investment Advisors sold 9,475 Westrock Coffee shares in Q3 2024, an estimated $83.3K.
  • Westrock Coffee made up 0.01% of Alera Investment Advisors's portfolio in Q3 2024, its #290 holding.
  • Alera Investment Advisors first reported a position in Westrock Coffee in Q2 2024 and has held it in 2 quarters since.
  • Alera Investment Advisors's Westrock Coffee position peaked at $225K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.