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Creekmur Asset Management’s Westrock Coffee WEST Stock Holding History

Creekmur Asset 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
2024
Q3 		– Sell
-226
Closed -$2.31K – 1130
2024
Q2 		$2.31K Buy
+226
New +$2.32K ﹤0.01% 688

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
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
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

Creekmur Asset Management's WEST Position: Q3 2024 in Review

Creekmur Asset Management sold out of Westrock Coffee (WEST) in Q3 2024, closing a stake of 226 shares — an estimated $2.31K sold.

Creekmur Asset Management first reported a position in WEST in Q2 2024 and held it in 1 quarter. The position peaked at $2.31K in Q2 2024. 114 funds tracked by Wall St. Rank hold WEST as of Q3 2024.

  • Creekmur Asset Management reported no remaining Westrock Coffee position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 226 Westrock Coffee shares in Q3 2024, an estimated $2.31K.
  • Creekmur Asset Management first reported a position in Westrock Coffee in Q2 2024 and held it in 1 quarter.
  • Creekmur Asset Management's Westrock Coffee position peaked at $2.31K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.