Baystate Wealth Management’s West Pharmaceutical WST Stock Holding History

Baystate 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	$2.12K	Hold	6	–	–	﹤0.01%	1049
2023 Q3	$2.26K	Hold	6	–	–	﹤0.01%	783
2023 Q2	$2.3K	Hold	6	–	–	﹤0.01%	822
2023 Q1	$2.08K	Hold	6	–	–	﹤0.01%	823
2022 Q4	$1K	Hold	6	–	–	﹤0.01%	927
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	871
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	797
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	788
2021 Q4	$3K	Hold	6	–	–	﹤0.01%	735
2021 Q3	$3K	Hold	6	–	–	﹤0.01%	664
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	685
2021 Q1	$2K	Buy	6 +3	+100%	+$859	﹤0.01%	619
2020 Q4	$1K	Buy	+3	New	+$842	﹤0.01%	659

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Baystate Wealth Management held its West Pharmaceutical (WST) position steady in Q4 2023 at 6 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Baystate Wealth Management first reported a position in WST in Q4 2020 and has held it in 13 quarters since. The position peaked at $3K in Q4 2021. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

Baystate Wealth Management held 6 shares of West Pharmaceutical worth $2.12K as of Q4 2023.
Baystate Wealth Management left its West Pharmaceutical share count unchanged in Q4 2023.
West Pharmaceutical made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1049 holding.
Baystate Wealth Management first reported a position in West Pharmaceutical in Q4 2020 and has held it in 13 quarters since.
Baystate Wealth Management's West Pharmaceutical position peaked at $3K in Q4 2021.
782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.