AWM
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Avior Wealth Management’s West Pharmaceutical WST Stock Holding History

Avior 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
2026
Q2 		$621K Hold
1,729
– – 0.02% 464
2026
Q1 		$433K Sell
1,729
-1
-0.1% -$249 0.01% 566
2025
Q4 		$476K Hold
1,730
– – 0.01% 475
2025
Q3 		$454K Buy
+1,730
New +$420K 0.01% 473
2025
Q1 		– Sell
-622
Closed -$204K – 2353
2024
Q4 		$204K Sell
622
-85
-12% -$26.8K 0.01% 695
2024
Q3 		$212K Hold
707
– – 0.01% 678
2024
Q2 		$233K Sell
707
-242
-26% -$85.5K 0.01% 637
2024
Q1 		$376K Buy
949
+851
+868% +$315K 0.02% 523
2023
Q4 		$34.5K Sell
98
-1,844
-95% -$653K ﹤0.01% 797
2023
Q3 		$729K Buy
1,942
+1,780
+1,099% +$688K 0.05% 249
2023
Q2 		$62K Buy
162
+14
+9% +$5K ﹤0.01% 718
2023
Q1 		$51.3K Buy
+148
New +$43.2K ﹤0.01% 762
2022
Q1 		– Sell
-13
Closed -$6K – 1266
2021
Q4 		$6K Buy
13
+10
+333% +$4.3K ﹤0.01% 872
2021
Q3 		$1K Buy
+3
New +$1.26K ﹤0.01% 1036

Other funds holding WST

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM