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B. Riley Wealth Advisors’s Westrock Coffee WEST Stock Holding History

B. Riley Wealth 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
Q4 		– Sell
-24,578
Closed -$159K – 1303
2024
Q3 		$159K Buy
24,578
+5,200
+27% +$45.7K ﹤0.01% 1171
2024
Q2 		$198K Buy
19,378
+138
+0.7% +$1.42K 0.01% 1244
2024
Q1 		$170K Sell
19,240
-1,000
-5% -$10.1K ﹤0.01% 1298
2023
Q4 		$207K Buy
20,240
+1,000
+5% +$8.95K 0.01% 1246
2023
Q3 		$170K Buy
+19,240
New +$200K ﹤0.01% 1298

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

B. Riley Wealth Advisors's WEST Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Westrock Coffee (WEST) in Q4 2024, closing a stake of 24,578 shares — an estimated $159K sold.

B. Riley Wealth Advisors first reported a position in WEST in Q3 2023 and held it in 5 quarters. The position peaked at $207K in Q4 2023. 120 funds tracked by Wall St. Rank hold WEST as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Westrock Coffee position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 24,578 Westrock Coffee shares in Q4 2024, an estimated $159K.
  • B. Riley Wealth Advisors first reported a position in Westrock Coffee in Q3 2023 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Westrock Coffee position peaked at $207K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.