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Axxcess Wealth Management’s West Pharmaceutical WST Stock Holding History

Axxcess 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
2023
Q4 		– Sell
-622
Closed -$233K – 944
2023
Q3 		$233K Sell
622
-178
-22% -$68.8K 0.01% 676
2023
Q2 		$306K Buy
+800
New +$286K 0.02% 446
2022
Q2 		– Sell
-2,015
Closed -$828K – 682
2022
Q1 		$828K Sell
2,015
-119
-6% -$46.6K 0.06% 253
2021
Q4 		$1M Buy
+2,134
New +$919K 0.07% 214

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axxcess Wealth Management's WST Position: Q4 2023 in Review

Axxcess Wealth Management sold out of West Pharmaceutical (WST) in Q4 2023, closing a stake of 622 shares — an estimated $233K sold.

Axxcess Wealth Management first reported a position in WST in Q4 2021 and held it in 4 quarters. The position peaked at $1M in Q4 2021. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • Axxcess Wealth Management reported no remaining West Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 622 West Pharmaceutical shares in Q4 2023, an estimated $233K.
  • Axxcess Wealth Management first reported a position in West Pharmaceutical in Q4 2021 and held it in 4 quarters.
  • Axxcess Wealth Management's West Pharmaceutical position peaked at $1M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.