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Cedar Brook Financial Partners’s West Pharmaceutical WST Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-766
Closed -$303K – 424
2024
Q1 		$303K Hold
766
– – 0.06% 311
2023
Q4 		$272K Sell
766
-16
-2% -$5.66K 0.06% 318
2023
Q3 		$293K Hold
782
– – 0.08% 260
2023
Q2 		$299K Sell
782
-13
-2% -$4.64K 0.07% 283
2023
Q1 		$275K Buy
+795
New +$232K 0.07% 280
2022
Q3 		– Sell
-801
Closed -$242K – 370
2022
Q2 		$242K Sell
801
-13
-2% -$4.23K 0.08% 288
2022
Q1 		$334K Buy
814
+9
+1% +$3.52K 0.09% 252
2021
Q4 		$378K Sell
805
-46
-5% -$19.8K 0.1% 226
2021
Q3 		$361K Sell
851
-23
-3% -$9.7K 0.11% 216
2021
Q2 		$314K Hold
874
– – 0.09% 258
2021
Q1 		$246K Buy
874
+12
+1% +$3.43K 0.09% 271
2020
Q4 		$244K Sell
862
-30
-3% -$8.42K 0.09% 264
2020
Q3 		$245K Sell
892
-24
-3% -$6.35K 0.1% 237
2020
Q2 		$208K Buy
+916
New +$180K 0.09% 253
2020
Q1 		– Sell
-2,058
Closed -$309K – 307
2019
Q4 		$309K Buy
2,058
+18
+0.9% +$2.62K 0.13% 198
2019
Q3 		$289K Buy
2,040
+8
+0.4% +$1.1K 0.13% 211
2019
Q2 		$254K Hold
2,032
– – 0.12% 238
2019
Q1 		$224K Buy
+2,032
New +$211K 0.11% 248

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cedar Brook Financial Partners's WST Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of West Pharmaceutical (WST) in Q2 2024, closing a stake of 766 shares — an estimated $303K sold.

Cedar Brook Financial Partners first reported a position in WST in Q1 2019 and held it in 18 quarters. The position peaked at $378K in Q4 2021. 777 funds tracked by Wall St. Rank hold WST as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining West Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 766 West Pharmaceutical shares in Q2 2024, an estimated $303K.
  • Cedar Brook Financial Partners first reported a position in West Pharmaceutical in Q1 2019 and held it in 18 quarters.
  • Cedar Brook Financial Partners's West Pharmaceutical position peaked at $378K in Q4 2021.
  • 777 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.