BTWM
WST icon

Baker Tilly Wealth Management’s West Pharmaceutical WST Stock Holding History

Baker Tilly 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
Q3 		– Sell
-1,014
Closed -$334K – 292
2024
Q2 		$334K Sell
1,014
-2,919
-74% -$1.03M 0.14% 177
2024
Q1 		$1.56M Buy
3,933
+46
+1% +$17K 0.28% 84
2023
Q4 		$1.37M Buy
3,887
+18
+0.5% +$6.37K 0.22% 103
2023
Q3 		$1.45M Sell
3,869
-476
-11% -$184K 0.24% 90
2023
Q2 		$1.66M Sell
4,345
-190
-4% -$67.9K 0.17% 126
2023
Q1 		$1.57M Buy
4,535
+213
+5% +$62.2K 0.18% 125
2022
Q4 		$1.02M Buy
4,322
+670
+18% +$159K 0.13% 184
2022
Q3 		$899K Sell
3,652
-5
-0.1% -$1.52K 0.12% 183
2022
Q2 		$1.11M Buy
3,657
+385
+12% +$125K 0.15% 148
2022
Q1 		$1.34M Sell
3,272
-111
-3% -$43.5K 0.15% 141
2021
Q4 		$1.59M Buy
3,383
+500
+17% +$215K 0.17% 125
2021
Q3 		$1.22M Buy
2,883
+1,062
+58% +$448K 0.16% 128
2021
Q2 		$654K Buy
1,821
+285
+19% +$94.2K 0.11% 216
2021
Q1 		$433K Buy
1,536
+243
+19% +$69.5K 0.09% 276
2020
Q4 		$366K Buy
+1,293
New +$363K 0.11% 198

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Tilly Wealth Management's WST Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of West Pharmaceutical (WST) in Q3 2024, closing a stake of 1,014 shares — an estimated $334K sold.

Baker Tilly Wealth Management first reported a position in WST in Q4 2020 and held it in 15 quarters. The position peaked at $1.66M in Q2 2023. 730 funds tracked by Wall St. Rank hold WST as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining West Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,014 West Pharmaceutical shares in Q3 2024, an estimated $334K.
  • Baker Tilly Wealth Management first reported a position in West Pharmaceutical in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's West Pharmaceutical position peaked at $1.66M in Q2 2023.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.