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Capasso Planning Partners’s West Pharmaceutical WST Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-3,730
Closed -$1.12M – 158
2024
Q3 		$1.12M Sell
3,730
-2
-0.1% -$612 0.33% 54
2024
Q2 		$1.23M Buy
+3,732
New +$1.32M 0.4% 55
2023
Q2 		– Sell
-4,850
Closed -$1.68M – 105
2023
Q1 		$1.68M Hold
4,850
– – 0.99% 23
2022
Q4 		$1.14M Sell
4,850
-7
-0.1% -$1.66K 0.73% 32
2022
Q3 		$1.2M Buy
4,857
+8
+0.2% +$2.44K 0.83% 30
2022
Q2 		$1.47M Buy
4,849
+1
+0% +$325 1.04% 24
2022
Q1 		$1.99M Hold
4,848
– – 1.4% 18
2021
Q4 		$2.27M Buy
+4,848
New +$2.09M 1.66% 15

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Capasso Planning Partners's WST Position: Q4 2024 in Review

Capasso Planning Partners sold out of West Pharmaceutical (WST) in Q4 2024, closing a stake of 3,730 shares — an estimated $1.12M sold.

Capasso Planning Partners first reported a position in WST in Q4 2021 and held it in 8 quarters. The position peaked at $2.27M in Q4 2021. 747 funds tracked by Wall St. Rank hold WST as of Q4 2024.

  • Capasso Planning Partners reported no remaining West Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 3,730 West Pharmaceutical shares in Q4 2024, an estimated $1.12M.
  • Capasso Planning Partners first reported a position in West Pharmaceutical in Q4 2021 and held it in 8 quarters.
  • Capasso Planning Partners's West Pharmaceutical position peaked at $2.27M in Q4 2021.
  • 747 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.