LPL Financial
WEST icon

LPL Financial’s Westrock Coffee WEST Stock Holding History

LPL Financial’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
Q1 		– Sell
-49,800
Closed -$508K – 5040
2023
Q4 		$508K Sell
49,800
-1,900
-4% -$17K ﹤0.01% 3655
2023
Q3 		$458K Sell
51,700
-1,600
-3% -$16.7K ﹤0.01% 3562
2023
Q2 		$579K Buy
53,300
+8,000
+18% +$92.7K ﹤0.01% 3315
2023
Q1 		$554K Sell
45,300
-3,400
-7% -$41.9K ﹤0.01% 3237
2022
Q4 		$651K Sell
48,700
-910
-2% -$10.9K ﹤0.01% 3026
2022
Q3 		$512K Buy
+49,610
New +$526K ﹤0.01% 3131

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

LPL Financial's WEST Position: Q1 2024 in Review

LPL Financial sold out of Westrock Coffee (WEST) in Q1 2024, closing a stake of 49,800 shares — an estimated $508K sold.

LPL Financial first reported a position in WEST in Q3 2022 and held it in 6 quarters. The position peaked at $651K in Q4 2022. 90 funds tracked by Wall St. Rank hold WEST as of Q1 2024.

  • LPL Financial reported no remaining Westrock Coffee position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 49,800 Westrock Coffee shares in Q1 2024, an estimated $508K.
  • LPL Financial first reported a position in Westrock Coffee in Q3 2022 and held it in 6 quarters.
  • LPL Financial's Westrock Coffee position peaked at $651K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.