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CFM Wealth Partners’s West Pharmaceutical WST Stock Holding History

CFM Wealth 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
2022
Q2 		– Sell
-951
Closed -$391K – 187
2022
Q1 		$391K Hold
951
– – 0.09% 132
2021
Q4 		$424K Hold
951
– – 0.09% 123
2021
Q3 		$403K Hold
951
– – 0.1% 122
2021
Q2 		$342K Buy
951
+2
+0.2% +$661 0.09% 127
2021
Q1 		$267K Sell
949
-76
-7% -$21.8K 0.08% 137
2020
Q4 		$290K Sell
1,025
-19
-2% -$5.33K 0.09% 119
2020
Q3 		$286K Sell
1,044
-276
-21% -$73K 0.1% 116
2020
Q2 		$299K Sell
1,320
-89
-6% -$17.5K 0.11% 110
2020
Q1 		$215K Hold
1,409
– – 0.1% 121
2019
Q4 		$223K Buy
+1,409
New +$205K 0.08% 139

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

CFM Wealth Partners's WST Position: Q2 2022 in Review

CFM Wealth Partners sold out of West Pharmaceutical (WST) in Q2 2022, closing a stake of 951 shares — an estimated $391K sold.

CFM Wealth Partners first reported a position in WST in Q4 2019 and held it in 10 quarters. The position peaked at $424K in Q4 2021. 655 funds tracked by Wall St. Rank hold WST as of Q2 2022.

  • CFM Wealth Partners reported no remaining West Pharmaceutical position as of Q2 2022 after selling out during the quarter.
  • CFM Wealth Partners sold 951 West Pharmaceutical shares in Q2 2022, an estimated $391K.
  • CFM Wealth Partners first reported a position in West Pharmaceutical in Q4 2019 and held it in 10 quarters.
  • CFM Wealth Partners's West Pharmaceutical position peaked at $424K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.