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Beaumont Financial Advisors’s West Pharmaceutical WST Stock Holding History

Beaumont Financial Advisors’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
Q3 		– Sell
-532
Closed -$203K – 358
2023
Q2 		$203K Buy
+532
New +$190K 0.02% 324
2022
Q1 		– Sell
-547
Closed -$257K – 389
2021
Q4 		$257K Hold
547
– – 0.02% 300
2021
Q3 		$232K Buy
+547
New +$231K 0.02% 316

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Beaumont Financial Advisors's WST Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of West Pharmaceutical (WST) in Q3 2023, closing a stake of 532 shares — an estimated $203K sold.

Beaumont Financial Advisors first reported a position in WST in Q3 2021 and held it in 3 quarters. The position peaked at $257K in Q4 2021. 757 funds tracked by Wall St. Rank hold WST as of Q3 2023.

  • Beaumont Financial Advisors reported no remaining West Pharmaceutical position as of Q3 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 532 West Pharmaceutical shares in Q3 2023, an estimated $203K.
  • Beaumont Financial Advisors first reported a position in West Pharmaceutical in Q3 2021 and held it in 3 quarters.
  • Beaumont Financial Advisors's West Pharmaceutical position peaked at $257K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.