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WEST icon

NewEdge Advisors’s Westrock Coffee WEST Stock Holding History

NewEdge Advisors’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
Q3 		– Sell
-280
Closed -$3.04K – 3672
2023
Q2 		$3.04K Sell
280
-238
-46% -$2.76K ﹤0.01% 2967
2023
Q1 		$6.34K Sell
518
-3,127
-86% -$38.5K ﹤0.01% 2700
2022
Q4 		$41.8K Buy
+3,645
New +$43.5K ﹤0.01% 1796

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Advisors's WEST Position: Q3 2023 in Review

NewEdge Advisors sold out of Westrock Coffee (WEST) in Q3 2023, closing a stake of 280 shares — an estimated $3.04K sold.

NewEdge Advisors first reported a position in WEST in Q4 2022 and held it in 3 quarters. The position peaked at $41.8K in Q4 2022. 81 funds tracked by Wall St. Rank hold WEST as of Q3 2023.

  • NewEdge Advisors reported no remaining Westrock Coffee position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 280 Westrock Coffee shares in Q3 2023, an estimated $3.04K.
  • NewEdge Advisors first reported a position in Westrock Coffee in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Westrock Coffee position peaked at $41.8K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.