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WEST icon

Cutler Group’s Westrock Coffee WEST Stock Holding History

Cutler Group’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
-2,500
Closed -$3K – 4435
2023
Q3 		$3K Sell
2,500
-400
-14% -$4.16K ﹤0.01% 3181
2023
Q2 		$1K Sell
2,900
-30,800
-91% -$357K ﹤0.01% 3451
2023
Q1 		$29K Sell
33,700
-38,000
-53% -$468K ﹤0.01% 1708
2022
Q4 		$62K Buy
71,700
+44,000
+159% +$526K 0.01% 1443
2022
Q3 		$80K Buy
+27,700
New +$294K 0.01% 1547

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Cutler Group's WEST Position: Q1 2024 in Review

Cutler Group sold out of Westrock Coffee (WEST) in Q1 2024, closing a stake of 930 shares — an estimated $9K sold.

Cutler Group first reported a position in WEST in Q3 2022 and held it in 4 quarters. The position peaked at $51K in Q2 2023. 90 funds tracked by Wall St. Rank hold WEST as of Q1 2024.

  • Cutler Group reported no remaining Westrock Coffee position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 930 Westrock Coffee shares in Q1 2024, an estimated $9K.
  • Cutler Group first reported a position in Westrock Coffee in Q3 2022 and held it in 4 quarters.
  • Cutler Group's Westrock Coffee position peaked at $51K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.