OPS
WEST icon

Orion Portfolio Solutions’s Westrock Coffee WEST Stock Holding History

Orion Portfolio Solutions’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
-11,477
Closed -$74.6K – 1921
2024
Q3 		$74.6K Sell
11,477
-21,302
-65% -$187K ﹤0.01% 1759
2024
Q2 		$335K Buy
32,779
+14,081
+75% +$145K ﹤0.01% 1421
2024
Q1 		$193K Buy
+18,698
New +$189K ﹤0.01% 1623

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

Orion Portfolio Solutions's WEST Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Westrock Coffee (WEST) in Q4 2024, closing a stake of 11,477 shares — an estimated $74.6K sold.

Orion Portfolio Solutions first reported a position in WEST in Q1 2024 and held it in 3 quarters. The position peaked at $335K in Q2 2024. 120 funds tracked by Wall St. Rank hold WEST as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Westrock Coffee position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 11,477 Westrock Coffee shares in Q4 2024, an estimated $74.6K.
  • Orion Portfolio Solutions first reported a position in Westrock Coffee in Q1 2024 and held it in 3 quarters.
  • Orion Portfolio Solutions's Westrock Coffee position peaked at $335K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.