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Rainey & Randall Wealth Advisors’s Westrock Coffee WEST Stock Holding History

Rainey & Randall 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
2024
Q1 		– Sell
-39,547
Closed -$404K – 54
2023
Q4 		$404K Sell
39,547
-10,453
-21% -$93.5K 0.1% 33
2023
Q3 		$443K Hold
50,000
– – 0.13% 31
2023
Q2 		$544K Hold
50,000
– – 0.16% 26
2023
Q1 		$612K Buy
+50,000
New +$616K 0.2% 23

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rainey & Randall Wealth Advisors's WEST Position: Q1 2024 in Review

Rainey & Randall Wealth Advisors sold out of Westrock Coffee (WEST) in Q1 2024, closing a stake of 39,547 shares — an estimated $404K sold.

Rainey & Randall Wealth Advisors first reported a position in WEST in Q1 2023 and held it in 4 quarters. The position peaked at $612K in Q1 2023. 90 funds tracked by Wall St. Rank hold WEST as of Q1 2024.

  • Rainey & Randall Wealth Advisors reported no remaining Westrock Coffee position as of Q1 2024 after selling out during the quarter.
  • Rainey & Randall Wealth Advisors sold 39,547 Westrock Coffee shares in Q1 2024, an estimated $404K.
  • Rainey & Randall Wealth Advisors first reported a position in Westrock Coffee in Q1 2023 and held it in 4 quarters.
  • Rainey & Randall Wealth Advisors's Westrock Coffee position peaked at $612K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2024.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.