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Brainard Capital Management’s Westrock Coffee WEST Stock Holding History

Brainard Capital Management’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
Q1 		$147K Hold
12,000
– – 0.11% 86
2022
Q4 		$160K Buy
+12,000
New +$143K 0.14% 95

Other funds holding WEST

SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brainard Capital Management's WEST Position: Q1 2023 in Review

Brainard Capital Management held its Westrock Coffee (WEST) position steady in Q1 2023 at 12,000 shares worth $147K. The position accounts for 0.11% of the portfolio, ranked #86.

Brainard Capital Management first reported a position in WEST in Q4 2022 and has held it in 2 quarters since. The position peaked at $160K in Q4 2022. 58 funds tracked by Wall St. Rank hold WEST as of Q1 2023.

  • Brainard Capital Management held 12,000 shares of Westrock Coffee worth $147K as of Q1 2023.
  • Brainard Capital Management left its Westrock Coffee share count unchanged in Q1 2023.
  • Westrock Coffee made up 0.11% of Brainard Capital Management's portfolio in Q1 2023, its #86 holding.
  • Brainard Capital Management first reported a position in Westrock Coffee in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Westrock Coffee position peaked at $160K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.