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AM Investment Strategies’s Westrock Coffee WEST Stock Holding History

AM Investment Strategies’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
Q4 		– Sell
-25,000
Closed -$163K – 111
2024
Q3 		$163K Hold
25,000
– – 0.04% 101
2024
Q2 		$256K Hold
25,000
– – 0.06% 90
2024
Q1 		$258K Hold
25,000
– – 0.07% 94
2023
Q4 		$255K Buy
+25,000
New +$224K 0.07% 89
2023
Q3 		– Sell
-20,000
Closed -$217K – 102
2023
Q2 		$217K Hold
20,000
– – 0.07% 91
2023
Q1 		$245K Hold
20,000
– – 0.08% 78
2022
Q4 		$267K Hold
20,000
– – 0.1% 75
2022
Q3 		$207K Buy
+20,000
New +$212K 0.08% 82

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

AM Investment Strategies's WEST Position: Q4 2024 in Review

AM Investment Strategies sold out of Westrock Coffee (WEST) in Q4 2024, closing a stake of 25,000 shares — an estimated $163K sold.

AM Investment Strategies first reported a position in WEST in Q3 2022 and held it in 8 quarters. The position peaked at $267K in Q4 2022. 120 funds tracked by Wall St. Rank hold WEST as of Q4 2024.

  • AM Investment Strategies reported no remaining Westrock Coffee position as of Q4 2024 after selling out during the quarter.
  • AM Investment Strategies sold 25,000 Westrock Coffee shares in Q4 2024, an estimated $163K.
  • AM Investment Strategies first reported a position in Westrock Coffee in Q3 2022 and held it in 8 quarters.
  • AM Investment Strategies's Westrock Coffee position peaked at $267K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2024.

Based on AM Investment Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.