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Physician Wealth Advisors’s Westrock Coffee WEST Stock Holding History

Physician Wealth 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
Q4 		– Sell
-175
Closed -$851 – 2162
2025
Q3 		$851 Hold
175
– – ﹤0.01% 1668
2025
Q2 		$1K Buy
+175
New +$1.13K ﹤0.01% 1428

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
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
AC
Agman Capital Omaha, Nebraska $159M AUM

Physician Wealth Advisors's WEST Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Westrock Coffee (WEST) in Q4 2025, closing a stake of 175 shares — an estimated $851 sold.

Physician Wealth Advisors first reported a position in WEST in Q2 2025 and held it in 2 quarters. The position peaked at $1K in Q2 2025. 126 funds tracked by Wall St. Rank hold WEST as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Westrock Coffee position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 175 Westrock Coffee shares in Q4 2025, an estimated $851.
  • Physician Wealth Advisors first reported a position in Westrock Coffee in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Westrock Coffee position peaked at $1K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.