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Arvest Trust’s Westrock Coffee WEST Stock Holding History

Arvest Trust’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
Q2 		$180K Hold
17,635
– – 0.01% 172
2024
Q1 		$182K Hold
17,635
– – 0.01% 175
2023
Q4 		$180K Buy
+17,635
New +$158K 0.01% 177

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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arvest Trust's WEST Position: Q2 2024 in Review

Arvest Trust held its Westrock Coffee (WEST) position steady in Q2 2024 at 17,635 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #172.

Arvest Trust first reported a position in WEST in Q4 2023 and has held it in 3 quarters since. The position peaked at $182K in Q1 2024. 106 funds tracked by Wall St. Rank hold WEST as of Q2 2024.

  • Arvest Trust held 17,635 shares of Westrock Coffee worth $180K as of Q2 2024.
  • Arvest Trust left its Westrock Coffee share count unchanged in Q2 2024.
  • Westrock Coffee made up 0.01% of Arvest Trust's portfolio in Q2 2024, its #172 holding.
  • Arvest Trust first reported a position in Westrock Coffee in Q4 2023 and has held it in 3 quarters since.
  • Arvest Trust's Westrock Coffee position peaked at $182K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2024.

Based on Arvest Trust's 13F filing for Q2 2024, filed 9 Aug 2024.