Nisa Investment Advisors
WEST icon

Nisa Investment Advisors’s Westrock Coffee WEST Stock Holding History

Nisa Investment 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
2025
Q3 		– Sell
-60
Closed -$344 – 3098
2025
Q2 		$344 Sell
60
-206
-77% -$1.33K ﹤0.01% 2922
2025
Q1 		$1.92K Buy
266
+41
+18% +$269 ﹤0.01% 2480
2024
Q4 		$1.45K Buy
225
+200
+800% +$1.37K ﹤0.01% 2583
2024
Q3 		$163 Sell
25
-43
-63% -$378 ﹤0.01% 2877
2024
Q2 		$696 Buy
+68
New +$699 ﹤0.01% 2608
2023
Q4 		– Sell
-20
Closed -$177 – 2756
2023
Q3 		$177 Sell
20
-10
-33% -$104 ﹤0.01% 2682
2023
Q2 		$326 Buy
+30
New +$348 ﹤0.01% 2648

Other funds holding WEST

SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Nisa Investment Advisors's WEST Position: Q3 2025 in Review

Nisa Investment Advisors sold out of Westrock Coffee (WEST) in Q3 2025, closing a stake of 60 shares — an estimated $344 sold.

Nisa Investment Advisors first reported a position in WEST in Q2 2023 and held it in 7 quarters. The position peaked at $1.92K in Q1 2025. 129 funds tracked by Wall St. Rank hold WEST as of Q3 2025.

  • Nisa Investment Advisors reported no remaining Westrock Coffee position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 60 Westrock Coffee shares in Q3 2025, an estimated $344.
  • Nisa Investment Advisors first reported a position in Westrock Coffee in Q2 2023 and held it in 7 quarters.
  • Nisa Investment Advisors's Westrock Coffee position peaked at $1.92K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.