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Cassady Schiller Wealth Management’s West Pharmaceutical WST Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.31K Buy
+4
New +$1.26K ﹤0.01% 709
2022
Q1 		– Sell
-3
Closed -$1K – 613
2021
Q4 		$1K Buy
+3
New +$1.29K ﹤0.01% 529

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

Cassady Schiller Wealth Management's WST Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in West Pharmaceutical (WST) in Q4 2024: 4 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in WST as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in WST in Q4 2021 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold WST as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of West Pharmaceutical worth $1.31K as of Q4 2024.
  • West Pharmaceutical was a new Cassady Schiller Wealth Management position in Q4 2024.
  • West Pharmaceutical made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #709 holding.
  • Cassady Schiller Wealth Management first reported a position in West Pharmaceutical in Q4 2021 and has held it in 2 quarters since.
  • 747 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.