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Capital Wealth Planning’s West Pharmaceutical WST Stock Holding History

Capital Wealth Planning’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
-1,397
Closed -$534K – 158
2023
Q2 		$534K Buy
+1,397
New +$499K 0.01% 91

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

Capital Wealth Planning's WST Position: Q3 2023 in Review

Capital Wealth Planning sold out of West Pharmaceutical (WST) in Q3 2023, closing a stake of 1,397 shares — an estimated $534K sold.

Capital Wealth Planning first reported a position in WST in Q2 2023 and held it in 1 quarter. The position peaked at $534K in Q2 2023. 757 funds tracked by Wall St. Rank hold WST as of Q3 2023.

  • Capital Wealth Planning reported no remaining West Pharmaceutical position as of Q3 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 1,397 West Pharmaceutical shares in Q3 2023, an estimated $534K.
  • Capital Wealth Planning first reported a position in West Pharmaceutical in Q2 2023 and held it in 1 quarter.
  • Capital Wealth Planning's West Pharmaceutical position peaked at $534K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

Based on Capital Wealth Planning's 13F filing for Q3 2023, filed 6 Nov 2023.