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 		$2.43K Buy
300
+200
+200% +$1.44K ﹤0.01% 8560
2026
Q1 		$425 Buy
+100
New +$446 ﹤0.01% 8751
2025
Q4 		– Sell
-300
Closed -$1K – 10250
2025
Q3 		$1K Buy
+300
New +$1.8K ﹤0.01% 8906
2025
Q1 		– Sell
-37,900
Closed -$243K – 9819
2024
Q4 		$243K Sell
37,900
-36,200
-49% -$248K ﹤0.01% 4314
2024
Q3 		$481K Sell
74,100
-5,300
-7% -$46.6K ﹤0.01% 3626
2024
Q2 		$812K Sell
79,400
-120,400
-60% -$1.24M ﹤0.01% 3135
2024
Q1 		$2.06M Buy
199,800
+5,800
+3% +$58.5K ﹤0.01% 2384
2023
Q4 		$1.98M Buy
194,000
+40,400
+26% +$361K ﹤0.01% 2365
2023
Q3 		$1.36M Buy
153,600
+13,500
+10% +$141K ﹤0.01% 2392
2023
Q2 		$1.52M Sell
140,100
-94,300
-40% -$1.09M ﹤0.01% 2203
2023
Q1 		$2.87M Buy
234,400
+2,900
+1% +$35.7K ﹤0.01% 1653
2022
Q4 		$3.09M Buy
231,500
+189,600
+453% +$2.26M ﹤0.01% 1541
2022
Q3 		$432K Buy
+41,900
New +$445K ﹤0.01% 3637

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.