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Concord Wealth Partners’s West Pharmaceutical WST Stock Holding History

Concord 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
2023
Q4 		– Sell
-10
Closed -$3.75K – 1031
2023
Q3 		$3.75K Hold
10
– – ﹤0.01% 765
2023
Q2 		$3.83K Buy
+10
New +$3.57K ﹤0.01% 759
2023
Q1 		– Sell
-10
Closed -$2.35K – 1245
2022
Q4 		$2.35K Buy
+10
New +$2.37K ﹤0.01% 907
2022
Q3 		– Sell
-13
Closed -$4K – 1171
2022
Q2 		$4K Buy
13
+3
+30% +$976 ﹤0.01% 901
2022
Q1 		$4K Buy
+10
New +$3.92K ﹤0.01% 990

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's WST Position: Q4 2023 in Review

Concord Wealth Partners sold out of West Pharmaceutical (WST) in Q4 2023, closing a stake of 10 shares — an estimated $3.75K sold.

Concord Wealth Partners first reported a position in WST in Q1 2022 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • Concord Wealth Partners reported no remaining West Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 10 West Pharmaceutical shares in Q4 2023, an estimated $3.75K.
  • Concord Wealth Partners first reported a position in West Pharmaceutical in Q1 2022 and held it in 5 quarters.
  • Concord Wealth Partners's West Pharmaceutical position peaked at $4K in Q2 2022.
  • 782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.