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Pathstone Family Office’s Westrock Coffee WEST Stock Holding History

Pathstone Family Office’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 		$106K Hold
12,000
– – ﹤0.01% 1582
2023
Q2 		$130K Buy
+12,000
New +$139K ﹤0.01% 1175

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

Pathstone Family Office's WEST Position: Q3 2023 in Review

Pathstone Family Office held its Westrock Coffee (WEST) position steady in Q3 2023 at 12,000 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Pathstone Family Office first reported a position in WEST in Q2 2023 and has held it in 2 quarters since. The position peaked at $130K in Q2 2023. 81 funds tracked by Wall St. Rank hold WEST as of Q3 2023.

  • Pathstone Family Office held 12,000 shares of Westrock Coffee worth $106K as of Q3 2023.
  • Pathstone Family Office left its Westrock Coffee share count unchanged in Q3 2023.
  • Westrock Coffee made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1582 holding.
  • Pathstone Family Office first reported a position in Westrock Coffee in Q2 2023 and has held it in 2 quarters since.
  • Pathstone Family Office's Westrock Coffee position peaked at $130K in Q2 2023.
  • 81 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.