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BMS Financial Advisors’s West Pharmaceutical WST Stock Holding History

BMS 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
2022
Q4 		– Sell
-1,389
Closed -$342K – 116
2022
Q3 		$342K Sell
1,389
-37
-3% -$11.3K 0.24% 83
2022
Q2 		$431K Sell
1,426
-317
-18% -$103K 0.28% 65
2022
Q1 		$716K Buy
1,743
+93
+6% +$36.4K 0.46% 41
2021
Q4 		$774K Buy
+1,650
New +$710K 0.49% 34

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
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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BMS Financial Advisors's WST Position: Q4 2022 in Review

BMS Financial Advisors sold out of West Pharmaceutical (WST) in Q4 2022, closing a stake of 1,389 shares — an estimated $342K sold.

BMS Financial Advisors first reported a position in WST in Q4 2021 and held it in 4 quarters. The position peaked at $774K in Q4 2021. 637 funds tracked by Wall St. Rank hold WST as of Q4 2022.

  • BMS Financial Advisors reported no remaining West Pharmaceutical position as of Q4 2022 after selling out during the quarter.
  • BMS Financial Advisors sold 1,389 West Pharmaceutical shares in Q4 2022, an estimated $342K.
  • BMS Financial Advisors first reported a position in West Pharmaceutical in Q4 2021 and held it in 4 quarters.
  • BMS Financial Advisors's West Pharmaceutical position peaked at $774K in Q4 2021.
  • 637 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2022.

Based on BMS Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.