C
WEST icon

Covestor’s Westrock Coffee WEST Stock Holding History

Covestor’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
2026
Q1 		$0 Buy
22
+12
+120% +$54 ﹤0.01% 2823
2025
Q4 		$0 Hold
10
– – ﹤0.01% 2789
2025
Q3 		$0 Hold
10
– – ﹤0.01% 2832
2025
Q2 		$0 Sell
10
-1
-9% -$6 ﹤0.01% 2808
2025
Q1 		$0 Hold
11
– – ﹤0.01% 2778
2024
Q4 		$0 Buy
11
+1
+10% +$7 ﹤0.01% 2796
2024
Q3 		$0 Sell
10
-1
-9% -$9 ﹤0.01% 2828
2024
Q2 		$0 Hold
11
– – ﹤0.01% 2816
2024
Q1 		$0 Hold
11
– – ﹤0.01% 2802
2023
Q4 		$0 Buy
+11
New +$98 ﹤0.01% 2776

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.12B AUM 1.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return