Atlas Private Wealth Management’s West Pharmaceutical WST Stock Holding History

Atlas Private Wealth Management’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
2024 Q1	$1.44M	Hold	3,636	–	–	0.6%	56
2023 Q4	$1.28M	Sell	3,636 -90	-2%	-$31.9K	0.6%	58
2023 Q3	$1.4M	Sell	3,726 -200	-5%	-$77.3K	0.75%	47
2023 Q2	$1.5M	Sell	3,926 -631	-14%	-$225K	0.79%	45
2023 Q1	$1.58M	Hold	4,557	–	–	0.95%	35
2022 Q4	$1.07M	Hold	4,557	–	–	0.49%	47
2022 Q3	$1.12M	Hold	4,557	–	–	0.81%	39
2022 Q2	$1.38M	Hold	4,557	–	–	0.94%	30
2022 Q1	$1.87M	Sell	4,557 -35	-0.8%	-$13.7K	1.09%	24
2021 Q4	$2.15M	Buy	4,592 +964	+27%	+$415K	1.2%	21
2021 Q3	$1.54M	Hold	3,628	–	–	0.94%	34
2021 Q2	$1.3M	Hold	3,628	–	–	0.8%	39
2021 Q1	$1.02M	Hold	3,628	–	–	0.65%	44
2020 Q4	$1.03M	Hold	3,628	–	–	0.73%	41
2020 Q3	$997K	Hold	3,628	–	–	0.78%	38
2020 Q2	$824K	Hold	3,628	–	–	0.66%	46
2020 Q1	$552K	Buy	3,628 +1,598	+79%	+$246K	0.51%	57
2019 Q4	$305K	Buy	+2,030	New	+$296K	0.23%	98

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Atlas Private Wealth Management's WST Position: Q1 2024 in Review

Atlas Private Wealth Management held its West Pharmaceutical (WST) position steady in Q1 2024 at 3,636 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #56.

Atlas Private Wealth Management first reported a position in WST in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.15M in Q4 2021. 779 funds tracked by Wall St. Rank hold WST as of Q1 2024.

Atlas Private Wealth Management held 3,636 shares of West Pharmaceutical worth $1.44M as of Q1 2024.
Atlas Private Wealth Management left its West Pharmaceutical share count unchanged in Q1 2024.
West Pharmaceutical made up 0.6% of Atlas Private Wealth Management's portfolio in Q1 2024, its #56 holding.
Atlas Private Wealth Management first reported a position in West Pharmaceutical in Q4 2019 and has held it in 18 quarters since.
Atlas Private Wealth Management's West Pharmaceutical position peaked at $2.15M in Q4 2021.
779 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.