Atticus Wealth Management’s West Pharmaceutical WST Stock Holding History

Atticus 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 Q4	–	Sell	-1	Closed	-$301	–	543
2024 Q3	$301	Sell	1 -1	-50%	-$306	﹤0.01%	504
2024 Q2	$659	Hold	2	–	–	﹤0.01%	503
2024 Q1	$792	Hold	2	–	–	﹤0.01%	510
2023 Q4	$705	Hold	2	–	–	﹤0.01%	522
2023 Q3	$751	Hold	2	–	–	﹤0.01%	546
2023 Q2	$766	Hold	2	–	–	﹤0.01%	543
2023 Q1	$694	Sell	2 -2	-50%	-$584	﹤0.01%	507
2022 Q4	$942	Sell	4 -80	-95%	-$19K	﹤0.01%	495
2022 Q3	$25K	Hold	84	–	–	0.01%	298
2022 Q2	$25K	Hold	84	–	–	0.01%	325
2022 Q1	$34K	Sell	84 -63	-43%	-$24.7K	0.01%	284
2021 Q4	$69K	Sell	147 -295	-67%	-$127K	0.03%	195
2021 Q3	$188K	Buy	442 +309	+232%	+$130K	0.08%	107
2021 Q2	$48K	Sell	133 -20	-13%	-$6.61K	0.02%	231
2021 Q1	$43K	Hold	153	–	–	0.02%	226
2020 Q4	$43K	Buy	153 +133	+665%	+$37.3K	0.02%	225
2020 Q3	$5K	Buy	+20	New	+$5.29K	﹤0.01%	277

Other funds holding WST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Atticus Wealth Management's WST Position: Q4 2024 in Review

Atticus Wealth Management sold out of West Pharmaceutical (WST) in Q4 2024, closing a stake of 1 share — an estimated $301 sold.

Atticus Wealth Management first reported a position in WST in Q3 2020 and held it in 17 quarters. The position peaked at $188K in Q3 2021. 748 funds tracked by Wall St. Rank hold WST as of Q4 2024.

Atticus Wealth Management reported no remaining West Pharmaceutical position as of Q4 2024 after selling out during the quarter.
Atticus Wealth Management sold 1 West Pharmaceutical share in Q4 2024, an estimated $301.
Atticus Wealth Management first reported a position in West Pharmaceutical in Q3 2020 and held it in 17 quarters.
Atticus Wealth Management's West Pharmaceutical position peaked at $188K in Q3 2021.
748 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on Atticus Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.