LC
WEST icon

Lindbrook Capital’s Westrock Coffee WEST Stock Holding History

Lindbrook Capital’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 		$79 Sell
11
-359
-97% -$2.35K ﹤0.01% 2755
2024
Q4 		$2.38K Buy
+370
New +$2.54K ﹤0.01% 2263

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 $6.73T AUM 46.02% 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

Lindbrook Capital's WEST Position: Q1 2025 in Review

Lindbrook Capital reduced its Westrock Coffee (WEST) stake by 97% in Q1 2025, selling an estimated $2.35K and leaving 11 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

Lindbrook Capital first reported a position in WEST in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.38K in Q4 2024. 117 funds tracked by Wall St. Rank hold WEST as of Q1 2025.

  • Lindbrook Capital held 11 shares of Westrock Coffee worth $79 as of Q1 2025.
  • Lindbrook Capital sold 359 Westrock Coffee shares in Q1 2025, an estimated $2.35K.
  • Westrock Coffee made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2755 holding.
  • Lindbrook Capital first reported a position in Westrock Coffee in Q4 2024 and has held it in 2 quarters since.
  • Lindbrook Capital's Westrock Coffee position peaked at $2.38K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.