CCP
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Carmel Capital Partners’s Westrock Coffee WEST Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-80
Closed -$709 – 707
2023
Q3 		$709 Buy
+80
New +$833 ﹤0.01% 693

Other funds holding WEST

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SAM
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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

Carmel Capital Partners's WEST Position: Q4 2023 in Review

Carmel Capital Partners sold out of Westrock Coffee (WEST) in Q4 2023, closing a stake of 80 shares — an estimated $709 sold.

Carmel Capital Partners first reported a position in WEST in Q3 2023 and held it in 1 quarter. The position peaked at $709 in Q3 2023. 89 funds tracked by Wall St. Rank hold WEST as of Q4 2023.

  • Carmel Capital Partners reported no remaining Westrock Coffee position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 80 Westrock Coffee shares in Q4 2023, an estimated $709.
  • Carmel Capital Partners first reported a position in Westrock Coffee in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Westrock Coffee position peaked at $709 in Q3 2023.
  • 89 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.