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Cherry Tree Wealth Management’s West Pharmaceutical WST Stock Holding History

Cherry Tree 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
Q1 		– Sell
-19
Closed -$6.69K – 626
2023
Q4 		$6.69K Hold
19
– – ﹤0.01% 403
2023
Q3 		$7.13K Hold
19
– – ﹤0.01% 372
2023
Q2 		$7.27K Buy
+19
New +$6.79K ﹤0.01% 370

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 $3.37T 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cherry Tree Wealth Management's WST Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of West Pharmaceutical (WST) in Q1 2024, closing a stake of 19 shares — an estimated $6.69K sold.

Cherry Tree Wealth Management first reported a position in WST in Q2 2023 and held it in 3 quarters. The position peaked at $7.27K in Q2 2023. 778 funds tracked by Wall St. Rank hold WST as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining West Pharmaceutical position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 19 West Pharmaceutical shares in Q1 2024, an estimated $6.69K.
  • Cherry Tree Wealth Management first reported a position in West Pharmaceutical in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's West Pharmaceutical position peaked at $7.27K in Q2 2023.
  • 778 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.