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WEST icon

Gilliland Jeter Wealth Management’s Westrock Coffee WEST Stock Holding History

Gilliland Jeter Wealth 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
Q4 		– Sell
-4,547
Closed -$29.6K – 634
2024
Q3 		$29.6K Buy
4,547
+2,047
+82% +$18K 0.01% 351
2024
Q2 		$25.6K Hold
2,500
– – 0.01% 360
2024
Q1 		$25.8K Buy
+2,500
New +$25.2K 0.01% 350

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
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

Gilliland Jeter Wealth Management's WEST Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Westrock Coffee (WEST) in Q4 2024, closing a stake of 4,547 shares — an estimated $29.6K sold.

Gilliland Jeter Wealth Management first reported a position in WEST in Q1 2024 and held it in 3 quarters. The position peaked at $29.6K in Q3 2024. 120 funds tracked by Wall St. Rank hold WEST as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Westrock Coffee position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 4,547 Westrock Coffee shares in Q4 2024, an estimated $29.6K.
  • Gilliland Jeter Wealth Management first reported a position in Westrock Coffee in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Westrock Coffee position peaked at $29.6K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.