Envestnet Asset Management
WEST icon

Envestnet Asset Management’s Westrock Coffee WEST Stock Holding History

Envestnet 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
2025
Q1 		– Sell
-14,750
Closed -$94.7K – 4479
2024
Q4 		$94.7K Buy
+14,750
New +$101K ﹤0.01% 4212

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
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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Envestnet Asset Management's WEST Position: Q1 2025 in Review

Envestnet Asset Management sold out of Westrock Coffee (WEST) in Q1 2025, closing a stake of 14,750 shares — an estimated $94.7K sold.

Envestnet Asset Management first reported a position in WEST in Q4 2024 and held it in 1 quarter. The position peaked at $94.7K in Q4 2024. 117 funds tracked by Wall St. Rank hold WEST as of Q1 2025.

  • Envestnet Asset Management reported no remaining Westrock Coffee position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 14,750 Westrock Coffee shares in Q1 2025, an estimated $94.7K.
  • Envestnet Asset Management first reported a position in Westrock Coffee in Q4 2024 and held it in 1 quarter.
  • Envestnet Asset Management's Westrock Coffee position peaked at $94.7K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.