Simplex Trading
WEST icon

Simplex Trading’s Westrock Coffee WEST Stock Holding History

Simplex Trading’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
2026
Q2 		– Sell
-3,631
Closed -$26.1K – 10433
2026
Q1 		$15.4K Sell
3,631
-1,699
-32% -$7.58K ﹤0.01% 6975
2025
Q4 		$21.7K Buy
5,330
+4,559
+591% +$20K ﹤0.01% 6399
2025
Q3 		$3K Sell
771
-15,182
-95% -$91.3K ﹤0.01% 8575
2025
Q2 		$91K Sell
15,953
-5,254
-25% -$33.9K ﹤0.01% 5337
2025
Q1 		$153K Buy
+21,207
New +$139K ﹤0.01% 4610
2024
Q1 		– Sell
-11,907
Closed -$120K – 10026
2023
Q4 		$121K Sell
11,907
-18,955
-61% -$170K ﹤0.01% 5189
2023
Q3 		$273K Buy
30,862
+30,861
+3,086,100% +$321K ﹤0.01% 4029
2023
Q2 		$0 Hold
1
– – ﹤0.01% 10070
2023
Q1 		$0 Sell
1
-20,908
-100% -$258K ﹤0.01% 10251
2022
Q4 		$279K Sell
20,909
-3,469
-14% -$41.4K ﹤0.01% 3832
2022
Q3 		$251K Buy
+24,378
New +$259K ﹤0.01% 4315

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Simplex Trading's WEST Position: Q2 2026 in Review

Simplex Trading sold out of Westrock Coffee (WEST) in Q2 2026, closing a stake of 3,631 shares — an estimated $26.1K sold.

Simplex Trading first reported a position in WEST in Q3 2022 and held it in 11 quarters. The position peaked at $279K in Q4 2022. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Simplex Trading reported no remaining Westrock Coffee position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 3,631 Westrock Coffee shares in Q2 2026, an estimated $26.1K.
  • Simplex Trading first reported a position in Westrock Coffee in Q3 2022 and held it in 11 quarters.
  • Simplex Trading's Westrock Coffee position peaked at $279K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.