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Amplius Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Amplius Wealth Advisors’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13
Closed -$6K – 923
2021
Q4 		$6K Buy
+13
New +$5.6K ﹤0.01% 698

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Amplius Wealth Advisors's WST Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of West Pharmaceutical (WST) in Q1 2022, closing a stake of 13 shares — an estimated $6K sold.

Amplius Wealth Advisors first reported a position in WST in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 717 funds tracked by Wall St. Rank hold WST as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining West Pharmaceutical position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 13 West Pharmaceutical shares in Q1 2022, an estimated $6K.
  • Amplius Wealth Advisors first reported a position in West Pharmaceutical in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's West Pharmaceutical position peaked at $6K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.