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Atria Wealth Solutions’s Westrock Coffee WEST Stock Holding History

Atria Wealth Solutions’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
2023
Q3 		– Sell
-98,490
Closed -$1.07M – 1990
2023
Q2 		$1.07M Sell
98,490
-1,100
-1% -$12.7K 0.01% 808
2023
Q1 		$1.22M Hold
99,590
– – 0.02% 723
2022
Q4 		$1.33M Hold
99,590
– – 0.02% 643
2022
Q3 		$1.03M Buy
+99,590
New +$1.06M 0.02% 702

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Wealth Solutions's WEST Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Westrock Coffee (WEST) in Q3 2023, closing a stake of 98,490 shares — an estimated $1.07M sold.

Atria Wealth Solutions first reported a position in WEST in Q3 2022 and held it in 4 quarters. The position peaked at $1.33M in Q4 2022. 81 funds tracked by Wall St. Rank hold WEST as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Westrock Coffee position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 98,490 Westrock Coffee shares in Q3 2023, an estimated $1.07M.
  • Atria Wealth Solutions first reported a position in Westrock Coffee in Q3 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Westrock Coffee position peaked at $1.33M in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.