AIP
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Ameritas Investment Partners’s Westrock Coffee WEST Stock Holding History

Ameritas Investment Partners’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
2026
Q1 		$14.1K Hold
3,320
– – ﹤0.01% 2751
2025
Q4 		$13.5K Hold
3,320
– – ﹤0.01% 2810
2025
Q3 		$16.1K Hold
3,320
– – ﹤0.01% 2767
2025
Q2 		$19K Hold
3,320
– – ﹤0.01% 2685
2025
Q1 		$24K Hold
3,320
– – ﹤0.01% 2477
2024
Q4 		$21.3K Hold
3,320
– – ﹤0.01% 2604
2024
Q3 		$21.6K Hold
3,320
– – ﹤0.01% 2616
2024
Q2 		$34K Buy
3,320
+974
+42% +$10K ﹤0.01% 2350
2024
Q1 		$24.2K Hold
2,346
– – ﹤0.01% 2487
2023
Q4 		$24K Hold
2,346
– – ﹤0.01% 2505
2023
Q3 		$20.8K Hold
2,346
– – ﹤0.01% 2517
2023
Q2 		$25.5K Buy
+2,346
New +$27.2K ﹤0.01% 2428

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.12B AUM 1.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return